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Add Members by Account from a Campaign Page

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Add Members by Account from a Campaign Page

Quickly add some or all of an account’s contacts to a campaign from the campaign detail page.

Available in: Salesforce Classic and Lightning Experience

Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To add multiple contacts, leads, and person accounts to campaigns:	Marketing User selected in User Detail AND Edit on campaigns AND Read on contacts, leads, and person accounts

User Permissions Needed

To add multiple contacts, leads, and person accounts to campaigns:

Marketing User selected in User Detail

AND

Edit on campaigns

AND

Read on contacts, leads, and person accounts

From the Campaign Members related list on a campaign, click Add Contacts.
Search for an account name.
Select some or all of the contacts that appear for the account.
Click Next.
Select a member status for the added members.
Choose whether to apply the member status to selected leads or contacts who are already members of the campaign.
Submit your changes.