In This Article:

    Create a Campaign

    In This Article:

      1. To create a campaign, select Manage from the main menu.
      2. Highlight Finances, and then select Campaigns. The Campaign Search screen will be displayed.
      3. Select Add.
      4. The New Campaign screen will be displayed. Type a Name for the campaign.  Names must be at least 3 characters long but no more than 20. 
      5. Type a Description between 3 and 50 characters for the campaign.
      6. If desired, type the monetary Goal of the campaign. Note:  If a goal amount in excess of $99,999,999,999.99 is entered, an error message appears.
      7. Enter the Start Date and End Date and select Save. The new campaign has been added to Salsa CRM. NOTE:  The Save and New button can be used if you would like to enter another campaign.
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