Add a campaign

You add the budget for the campaign, the goal and other important properties of the campaign.

Example:

Similar to the example in the introduction, add the 'Special discount for leads' marketing campaign.

To add a campaign:

1. Go to: CRM / Campaign management / Campaign.
2. Click on: New.
3. Enter the description.
4. Select the Campaign type and enter the Start date and End date.

   You can use these data, for example in analyses and reports. However, you can use the campaign before the start date and after the end date.

   The Campaign type table is a custom table in which you can add your own values.

5. Enter the Expected revenue. Later on you will compare this amount with the total of the positively concluded forecasts.
6. Enter the Budget. Later on you will compare this amount with the purchase invoices and direct costs you posted to the campaign.
7. Click on: Next.
8. Click on: Finish.