How to Create a Campaign
Campaigns let you group leads into coordinated outreach efforts. Here's a step-by-step guide to creating and launching one in Getlead CRM today.
Open Campaigns
Click Campaigns in the sidebar.
View your campaigns
You'll see existing campaigns and their status. Click + Create Campaign to start a new one.
The Campaign form
A form opens for the campaign details.
Fill in the campaign details
Give the campaign a name, choose its type, and set any relevant options.
Campaign created
Click Create. The new campaign is saved (as a Draft) and ready for you to add leads.