Associate New or Current Leads With a Salesforce Campaign

There are several options to associate existing leads with a campaign, and here are a couple examples.

From the Lead Page with Campaign History Related List on the Page Layout

1. Go to the Leads tab in Sales and select a lead record.
2. In the lead record, open the Campaign History and select the drop-down option Add to Campaign.  Note: The 'Campaign History' Related List must be on the Lead page layout for this option.
3. Select the Campaign desired and the status.
4. Click Save.

From the Leads Tab List View

1. Go to the Leads tab in Sales,  select the List View desired.
2. Select a lead or multiple leads, and click Add to Campaign.  Note: The maximum amount of users you can select via the list view is 200.
3. On the Add to Campaign screen, find and select the campaign desired.   Select a Member Status if needed.
4. Click Submit.

The existing leads will then be associated with the Campaign.  For more options on adding contacts and leads to campaigns, including reports, click on this How do I add contacts and leads to campaigns? to review the Salesforce Help page.

To create new leads and associate them with a Campaign

1. Go to the Campaigns tab.
2. Select a Campaign.  
3. In the Campaign record, select New Lead (see the drop-down arrow on the right-hand side of the menu if not visible).
4. Fill out all the fields for your new Lead and click Save.
5. From the Campaign Members list view, click Add Leads and select the desired new leads.
6. Click Next.

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