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: : Configuring the Elements of a Campaign
You must configure actions (e-mail sending, phone call dunning, etc.) and types of campaigns (mailing, phone call, etc).
- Go to Tools > Setup > General setup > Sales.
- Double click on Campaign action types >
.
- Fill in the information about the action to perform.
- Save.
- Go to Tools > Setup > General setup > Sales.
- Double click on Campaign types >
.
- Fill in the information about the campaign.
- Save.
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