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Here is a step-by-step tutorial to create a campaign in Salesforce:
- Click on the app drawer on the top left.
- Search for "campaigns" in the search bar.
- You will be taken to the Campaigns page. You can create a new campaign by hitting the New button.
- Give a name to your campaign and check the Active box.
- Select the Type of campaign.
- Make sure to give a start and end date to your campaign.
- Set the value of Num Sent in Campaign as the number of emails/phone calls/invitations you sent for this campaign.
- Set the Budgeted and Actual cost of running the campaign and hit Save.
- You will get a prompt saying your campaign was created.
Also learn how to create a report in salesforce.
