1.5.2. Create Campaigns By Duplicating the Existing Campaign:

  • Go to Marketing > Campaigns.
  • Select the campaigns which shares the properties common with the record you are going to create.
  • Click the campaign to navigate to its detailed view.
  • Click the Duplicate button given on top-left of the window.
  • Make the necessary modifications.
  • Click Save to save the changes.

You can view this newly created record listed among campaigns on campaign home page. In TDS CRM, the person who creates the campaign actually owns the campaign. However, you can transfer the ownership by specifying the new owner in the assigned to field while creating the campaign