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:

            1. In the Campaigns details page, you can associate the following:
            • Open Activities: To add tasks and events.
            • Closed Activities: To display the closed tasks and events.
            • Leads: To display the leads generated through a campaign.
            • Deals: To display the deals converted through a campaign.
            • Attachments & Notes: To attach documents and notes to the Campaign.
                 
                 2. 
            After creating campaigns, you may need to associate these campaigns with other records, such as tasks, events, attachments,
                      leads, contacts and potentials. 


            Updated: 02 Aug 2017 04:44 AM
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