How to associate campaign with other records?

How to associate campaign with other records?

To associate campaign with other records follow the steps below:

  1. 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
  3. After updating the associated records, you can proceed to the next record.

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