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 2
Step 2: In the summary area, specify the following details:
- Campaign Class ID: The unique identifier of the lead class.
- Description: A brief description of the lead class. An alphanumeric string of up to 30 characters can be used (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 info@germinit.com.
About Us– Recognized for its X3 implementation and customization worldwide, GerminIT is one of the oldest Sage X3 (a Sage Business Cloud Solution) development and implementation enablers and a one-stop solution provider for Sage X3 organizational needs. With a proven track record of X3 development and implementation solutions for clients across the US, UK, Middle East, Australia, Asia, and Africa, we bring complete end-to-end assistance for data migration, system integrations, technical consultations, and implementation competence, and third-party support add-on development, and product customizations. With GerminIT, your business will be supported with the best-in-class Sage X3 customization and development services, integrated applications such as Shipping System | eCommerce | Business Intelligence | POS | WMS | Payment Gateway, and mobile add-ons solutions. GerminIT caters to a wide range of Sage X3 offerings. Currently, we provide end-to-end support with Sage X3 implementation and customization solutions for Sage business partners, Sage PSG, and end-users worldwide.