Create or edit a campaign

Can I do this task?

1. In the Navigation Pane, click Marketing, and then click Campaigns.
2. In the Records group, click New.
3. Under Information, click General, and then enter the information that you have for this campaign. You must enter information in the following boxes:
   • Name
   • Currency

     Tip

   At a minimum, select a price list A group of the specific prices that can be charged for each unit in the unit group of a product. Price lists are used to determine the pricing in a quote for a customer. A default price list can be added to a product. to help you determine the cost of your campaign compared to the revenue generated by the campaign.

4. Under Information, click Financials, and then enter any information that you have available in the following sections:
   • Budget Allocated
   • Estimated Revenue
   • Miscellaneous Costs

     You must enter numbers between 0.00 and 1,000,000,000.00.

   You can use commas and a decimal point. You cannot use a currency symbol, such as the dollar ($), euro (€), or yen (¥).

   Microsoft Dynamics CRM automatically calculates the Total Cost of Campaign Activities and Total Cost of Campaign values.

5. Under Information, click Notes and Activities. In the Notes section, click Add a new note, and add the information that applies to your record.
6. Click Save or Save and Close.

Notes

• Microsoft Dynamics CRM automatically generates all information that is displayed in the Administration section. The name of the user who creates the campaign appears in the Owner and Modified By boxes.
• Microsoft Dynamics CRM automatically generates a campaign code when you save the new campaign. Because this code is automatically generated, it cannot be changed after you save the campaign.
• For more information about activating and configuring the campaign of the type Internet Marketing, see Internet Marketing Overview.