We are using CRM campaigns to track invitations we are sending out to a tradeshow. Our list is a little over 2000. What is the best way to add leads to a campaign and then update their campaign status after we send out an invite? It would be great if I could filter the leads and send them an email and automatically added them to a campaign as "sent".
It doesn't seem feasible to do this through the campaign view. The page only allows to select 10 at a time. I can select the lead, send an email but as soon as that function is complete I have to reselect all the leads I just sent emails to and update their status.
If I use the Lead module view I can select more leads with a "planned" status but after I send the email I have to go to the CRM campaign and update all those I just sent an email to to "invited" This seems extremely cumbersome. Is there any way to automatically update a Lead's status within a campaign after an email is sent?