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:

            1. In the Campaigns Details page, associate the following:
            • Open Activities: To add tasks and events.
            • Closed Activities: To display closed tasks and events,
            • Leads: To display the leads generated through a campaign.
            • Deals: 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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