Create, edit and delete a campaign

Create a new campaign

Go to Sales & Marketing > Campaigns.
Click New Campaign.
Type in Name and select Start date.
Add other necessary information and click Save as new.

Edit a campaign

Go to Sales & Marketing > Campaigns.
Edit a campaign either by:
- Click on the campaign and in the summary page click Edit or
- Click the pencil icon of the campaign you want to edit.
After you have done the changes, click Save.

Delete a campaign

Go to Sales & Marketing > Campaigns.
Click on the checkbox of the campaign you want to delete.
Click Delete.

Note: All users might not be able to delete or modify campaigns. It depends on the user rights of the role. Check with your company’s power user if uncertain.