How to Create a New Campaign in CRM

Overview: 

This article explains how to create a new campaign in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Campaigns.

6. By default, you will be directed to the My Campaigns view.

7. Click New to create a new campaign.

8. Complete the required campaign details, including but not limited to:

   • Name

   • Activity Name

   • Country

   • Campaign Type

   • Proposed Start Date

   • Proposed End Date

9. Review the information entered.

10. Click Save to create the campaign and remain on the campaign record, or click Save & Close to create the campaign and return to the Campaigns view.