Change the Salesforce 'Campaign Member' Record Type of a Campaign Member

The Campaign Member Type is first established when creating a new Campaign. When you need to change the Campaign Member Type, you will need to do this from the Parent Campaign and not the individual Campaign Member records. You must first ensure that you have the Campaign Member Type field visible on the Campaign. Do this by editing the page layout that the record type is assigned to. 

To edit the page layout, use the following click path:

From here, you would drag and drop the Campaign Member Type field into the Campaign Detail section of the layout. Now click Save.

Now for those records using that page layout, you will have the ability the change the Campaign Member Type for all members for that Campaign. It is not possible to change the Campaign Member Type for an individual member, only to ALL members of the Campaign.

Note: The Salesforce Classic path below is for legacy environments. Lightning Experience users should follow the Lightning path.