How to: Create Campaigns

You can create a campaign for all the sales and marketing activities involving your contacts, such as a sales promotion campaign.

To create a campaign

In the Search box, enter Campaigns, and then choose the related link.
On the Home tab, in the New group, choose New. The New – Campaign Card window opens.
In the No. field, enter a number for the campaign.

Alternatively, if you have set up number series for campaigns in the Marketing Setup window, you can press the Enter key to select the next available campaign number.
In the Description field, enter the description for the campaign.
Fill in the other fields on the Campaign card.