How to create a Campaign Class in Acumatica ERP?

Step 1: In the main menu, select Marketing Module:

Then, under the Preference category, select the Campaign Class (CR202500) form, and after opening the form on the form toolbar, click the Add button for a new Campaign class (as in Screenshot 1 and 2).

Screenshot 1

Screenshot 2

Step 2: In the summary area, specify the following details:

  1. Campaign Class ID: The unique identifier of the lead class.
  2. Description: A brief description of the lead class. An alphanumeric string of up to 30 characters can be used (screenshot 3).
Screenshot 3

After specifying the details on the form toolbar, click Save.

This blog explains the process of creating a Campaign Class in Acumatica ERP. To integrate and customize Acumatica ERP for your business, please email us at

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