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How do I associate a campaign with other records?
In the Record Details page, the existing campaign details, if there are any, are displayed.
To associate a campaign with other records follow these steps:
In the Campaigns details page, you can associate the following:
To add tasks and events.
To display the closed tasks and events.
To display the leads generated through a campaign.
To display the deals converted through a campaign.
Attachments & 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,
contacts and potentials.
Updated: 02 Aug 2017 04:44 AM
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