Copy an existing campaign | Start a new Campaign | Next Steps | Resources

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 >

Campaign:

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.