Create a campaign

Create a campaign

Part 1: Create the campaign
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type campaigns in the Filter field.
3. Click the Campaigns list item.
4. Click the OK button. The Campaigns (Filter in Place) form opens.
5. Click the Filter in Place icon.
6. Click the New icon.
7. Type [your initials]? in the Campaign field.
8. Type Promotion of new line of racing bikes in the Description field.
9. Click the Type drop-down arrow.
10. Click the Promo list item.
11. Click the Status drop-down arrow.
12. Click the Active list item.
13. Click the calendar icon in the Start Date field. A calendar displays with the current month and 
year visible.
14. Click the [today’s date] option. The Start Date field populates.
15. Click the calendar icon in the End Date field. A calendar displays with the current month and 
year visible.
16. Click the [date six months from the current date] option. The End Date field populates.
17. Type 150000.00 in the Expected Revenue field.
18. Type 10000.00 in the Campaign Cost field.
19. Type 50 in the Expected Leads field.
20. Click the Save icon.
21. Write down your Campaign number _________________.
Part 2: Add a sales contact for the campaign 
1. Click the Add Sales Contacts button. The Add Sales Contacts (Modal) form opens.
2. Click the Source drop-down arrow.
3. Click the Contact list item. The customer list displays in the grid below.
4. Click the Next button.
5. Verify the Select check box beside each Contact is selected.
6. Click the Finish button. The Add Sales Contacts (Modal) form closes, and you are returned to 
the Campaigns form. The contacts are displayed. 
Part 3: Add Campaign Items
1. Click the Campaign Items button. The Campaign Items (Linked) form opens.
2. Type speed* in the Item field.
3. Click the Item drop-down arrow.
4. Click the SPEED-10000 list item.
5. Click the New icon.
6. Type speed* in the Item field.
7. Click the Item drop-down arrow.
8. Click the SPEED-12000 list item.
9. Click the New icon.
10. Type speed* in the Item field.
11. Click the Item drop-down arrow.
12. Click the SPEED-13000 list item.
13. Click the Save icon.
14. Click the Close (X) button on the Campaign Items (Linked) form. You are returned to the 
Campaigns form.
15. Click the Campaign Items tab. The campaign items are now displayed.
16. Click the Close (X) button on the Campaigns form

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