There are two ways to create a new campaign. Copy an existing campaign or start a brand New Campaign.
Copy an existing campaign
To do this, open the Campaign you want to Copy. Click on More > Copy.
Then choose the Name and Client of this new campaign and what exactly you want to copy from this campaign. Save.
Start a new Campaign
To create a new campaign, go to Project Manager > Campaigns >
- Name: Enter a descriptive name for the campaign.
Client: Choose the client this campaign is for. By default, only projects created for the client selected can be linked to a campaign unless you have deselected the transaction preference 'Require the client on linked projects to match the client on the campaign'.
Active: This is checked by default. When all projects in the Campaign are done, you can uncheck this box.
Description: Enter details regarding this Campaign. It can then be used to print on invoices and estimates.
Objective: Enter the overall Campaign Objectives. It can also be printed on invoices and estimates.
GL Company: This option will only appear if GL companies are turned on.