Add a New Marketing Campaign Record

Use the Marketing Campaign Info Center to create new marketing campaign records. Each record must have a unique identifier.

If Vision detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new marketing campaign record, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Marketing Campaigns.
2. Click New and select New Marketing Campaign to open a new record.
3. Enter a unique identifier and specify the remaining marketing campaign information on the tabs of the Marketing Campaign Info Center form.
4. Click Save.