Adding a Generic Campaign

Updated 4 months ago by Amruta Phansalker

Version 2021 R3 introduces a new type of campaign that can be customized according to business needs. For example, you can now create a pay-per-click campaign for driving traffic to your website. Previously, Maximizer CRM only supported automated campaigns that were created using templates. The new type of campaign is generic in nature and can be used to track leads and opportunities. It can also be analyzed and presented in a report.

  1. Log on to Maximizer CRM.
  2. Click the Campaigns module.
  3. On the menu bar, click Edit > Add Campaign. The New Campaign window appears.
  4. Provide the following:

    Field

    Activity

    Name

    Enter a name for this campaign.

    Description

    Enter a description for this campaign.

    Status

    Select a status for this campaign. Choose one of the following: New, Abandoned, Completed, In Progress, and Suspended.

    Start Date

    In the date picker, set the date when you want this campaign to start.

    End Date

    In the date picker, set the date when you want this campaign to end.

    Cost

    Set the expected cost for this campaign.

    Revenue

    Enter a value representing the revenue this campaign is expected to generate.

  5. Click SAVE.


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