Add or Remove Leads in a Campaign

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.

   

4. Select the Campaign, and Lead Status.

   

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.

   

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

4. Select Add.

   

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.