1. From CRM module, click Types. Types screen will appear.

2. To add Type, go to the next available row or click Insert button.

3. Provide *Type, Description, Icon. (Status should be unique)

4. Check Is Campaign Type or/and Default Campaign Type.

5. Click Save button to save the type.

 

*user can add multiple Typeas long as the Type is unique.

 

*text - denotes required field to create Type

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