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 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).

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@breakdance.dreamhosters.com.

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