: :  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).

Configure the campaign actions

  1. Go to Tools > Setup > General setup > Sales.
  2. Double click on Campaign action types > .
  3. Fill in the information about the action to perform.
  4. Save.

Configure the campaign types

  1. Go to Tools > Setup > General setup > Sales.
  2. Double click on Campaign types > .
  3. Fill in the information about the campaign.
  4. Save.