On this page, the below topics will be explained:
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This section is configurable ONLY if the toggle Enable Pre-reoccurring Cycle?, at the top of the Sale Model page, has been switched to ON.
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However, all Subscription setup can be done by using the 60-day Stage, so this section can be left blank.
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This section can be left blank, as taxes configuration are available inside the campaign settings page.
| Tip |
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Once all Sale Model has been configured, just click on the Save button on the right side of the page. |
2. Set up the Campaign
Log in to the CRM instance and from the left side menu, scroll down and click Campaign Management
Then click on Settings
From the Settings page, the user should go:
- To the top right side of the page and click on the + Create new button to create a new campaign
- Click on the campaign name to access its settings page, for the already existing campaigns, the user can click on the campaign name to access its settings page
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