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How do I associate a campaign with other records?
In the Record Details page, the existing campaign details, if any, are displayed.
Follow these steps to associate a campaign with other records:
In the Campaigns Details page, associate the following:
To add tasks and events.
To display closed tasks and events,
To display the leads generated through a campaign.
To display the deals generated through a campaign.
Attachments and Notes:
To attach documents and notes to the Campaign.
After creating Campaigns, you may need to associate these campaigns with other records such as tasks, events, attachments, leads, contacts and deals.
Updated: 21 Sep 2017 02:45 AM
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