Add or Remove Leads in a Campaign
  • 16 Mar 2024
  • 1 Minute to read
  • Dark
    Light

Add or Remove Leads in a Campaign

  • Dark
    Light

Article Summary

Abstract

Product: Lead Manager

Adding Leads to a Campaign

  • There are two methods to add Leads to a Campaign: from the homepage, and from the Lead Profile.

  • Build 19.07.15. Leads can be removed from campaigns. There are two methods to add Leads to a Campaign: from the homepage, and from the Lead Profile.

Relevant eLearning:

Process:

Add a Lead to a Campaign from the home page

  1. On the main page, select New leads, or Unassigned leads.

  2. Select the Lead to add to the campaign.

  3. Select Take Action > Add to/ Update Campaign.

    AddtoUpdateCampaign.png

  4. Select the Campaign, and Lead Status.

    SelectCampaignLeadStatus.png

  5. Select Add.

Add a Lead to a Campaign from the Lead Profile

  1. Search for, and open, a Lead Profile.

  2. Select the pencil.

    EditingLeads.png

  3. Select a Campaign to add the Lead to, and a Lead Status for that campaign.

  4. Select Add.

    CampaignLeadStatusAdd.png

Remove Leads from a Campaign from the home page

  1. On the home page, select the number of Leads in a Campaign.

  2. Select one or more leads to be removed from the campaign.

  3. Select Take Action > Remove from Campaign.

  4. Select OK.

Remove Leads from a Campaign from the Lead Profile
  1. Open the Leads profile.

  2. Select the Edit Pencil icon.

  3. If needed, expand the Campaign section.

  4. Select the x for the Campaign to remove the Lead from.

  5. Select Save & view.

  6. Select OK.