How to associate campaign with other records?
To associate campaign with other records follow the steps below:
- Go to the "Campaigns" tab and select the campaign. In the <Campaign Name> page, update the
following details: - Open Activities: To add tasks and events.
- Closed Activities: To display the closed tasks and events.
- Leads: To display the leads generated through campaign.
- Potentials: To display the potentials converted through campaign.
- Attachments & Notes: To attach documents and notes to the
Campaign
- After updating the associated records, you can proceed to the next
record.