Attaching a Lead to a Campaign
Hi,
Is there anyway to attach a lead to a campaign via the lead screen rather than the campaign screen? Or is there a way to add more than one lead at a time to a campaign
We have been running into an issue when inputting multiple leads that should be associated with a campaign. Our work flow is as follows:
Create the campaign - eg trade show
At the trade show we collect leads
Back at the office we input those leads.
We go:
Campaigns
Appropriate Campaign
New Lead
Fill in Information
Save and New
This takes us to the new lead creation screen.
The problem is that the first lead is added to the campaign but the additional leads are not. This means we have to go back and connect them to the campaign.
Thanks