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In this will be discussed all the below topics:


What is the Settings section about?

In the Settings section, users are able to:

  1. Find all campaigns

  2. Edit campaigns

  3. Create a new campaign

  4. Clone a campaign

  5. Delete a campaign.

Where the Settings section is located

  1. Log in to CRM and go to the left-side menu

  2. Click on Campaign Management

  3. Then Settings.

How to look for a campaign

By using the search field, users can easily look for any campaign as explained in the below video tutorial

LWR_Recording (1).mp4

How to create a campaign

Once you click on the Create New button, you will start the process of creating a new campaign as explained in the below video tutorial

LWR_Recording (2).mp4

For more information about the Campaign Settings page, check the helpdesk article: The Campaign Settings page & how to create a campaign.

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