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.
            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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