Complete a Campaign Action

When you complete an action, you enter completion notes within the action record to sign it off.

To complete a campaign action:

1. Navigate to the campaign.
   You can search for campaigns in the Activity Zone. Alternatively, you can access campaigns that you are assigned to in the Campaigns dashpart in the Personal Zone. If the Campaigns dashpart is not displayed, click to add it.
2. Click the Actions tab.
   If the Actions tab is not visible on the header band, click more to display additional menu items.
3. Click for the action that you want to complete.
4. On the Actions Details window, use the Completion Notes field to enter some completion notes.
   For example, this might include a brief summary of the steps that you undertook to complete the action.
5. Click Save.
6. If you are prompted to create a follow-up action, do one of the following:
   • Click Yes to create a new action.
   • Click No to finish without creating a new action.