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How do I add a new Company Option Package in Campaign Management?

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  1. Select the Companies node in the CM navigation tree.
  2. Open a company either by searching or expanding a company name in the navigation tree.
  3. Click the “Option Sets” option within the Companies section of the navigation tree.
  4. Select the “Packages” option
  5. Click the “Add a new option package” link
  6. Fill in the fields provided and click the “Save/Update” link.

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