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1. From CRM module, click Campaigns. Campaign Campaigns search screen will appear.
2. In Campaigns search screen, click the New toolbar button to open the New Campaign screen.
3. Enter unique *Campaign Name.
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7. Click Save toolbar button to save the campaign.
Screen status should be of the following:
- "No Need for Approval" - campaign does not need an approval
- "Waiting for Approval" - campaign is subject for approval
8. To add Contacts, click Contacts tab. Add contact by searching the contact from the Contact Name grid drop down. Select Response(Yes, No, Stop, None) then save.
9. To add Competitors, click Competitors tab. Add contact by searching the competitor from the Competitor Name grid drop down then save.
10. To add Retrospective, click Retrospective tab.Type in the space provided then save.
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13. To send email to the contacts added in the Contacts tab, click Communication tab. Provide Contact Description, Template, Type and Send To then save. To send, click the Send icon button.
*text - denotes required field to create campaign
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