Add an Existing Opportunity to an Active Campaign

This article explains how to associate an existing Opportunity with a Campaign, since Salesforce only allows creating new Opportunities from the Campaign Opportunities related list.

Add the Primary Campaign Source Field to the Opportunity Page Layout

1. Click Setup from the gear icon in the top right corner.
2. Search for and click Opportunity from Quick Find.
3. Open an Opportunity record.
4. Click the gear icon in the top right corner of the Salesforce screen.
5. Select Edit Object.
6. Click Page Layout on the left side of the screen.
7. Click the hyperlink for the page layout you are using.
8. Drag the Primary Campaign Source field from the grey bar at the top of the screen onto the page layout.
9. Drop the field in a section that is highlighted green.
10. Click the Save button.

Associate the Campaign with the Opportunity

1. Go back to an Opportunity record and refresh the browser.
2. Click the Edit button in the top right corner of the record.
3. Locate the Primary Campaign Source lookup field.
4. Click in the Primary Campaign Source lookup field.
5. Locate the Campaign you want to associate with this Opportunity.
6. Select the Campaign.
7. Click the Save button.

Important Note

The opportunity-related list will not display if campaign influence is enabled.