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How can I associate new or existing leads with a campaign?

Knowledge Article Number 000005171
Description

How can I associate new or existing leads with a campaign?

Resolution

To associate existing leads with a Campaign:

  1. Go to the Lead detail page and click on the button "Add to campaign" found within 'History of Campaign' related list.
  2. On the lookup screen, click on the campaign to associate it or if the campaign isn't listed, click on the dropdown box "Search Within" and choose All Active Campaigns.

The existing leads will then be associated with the Campaign.

To create new leads and associate them with a Campaign:

  1. Click on the Campaign lookup field
  2. On the lookup screen, click on the campaign under "recently viewed" or search for a specific campaign by typing the keyword on the search box under Lookup then click on Go.
  3. Click on the campaign to associate it.
  4. Fill out all the fields for your new lead and then click on save.

Your leads are part of Salesforce and part of your campaign.
 





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