Can a lead be assigned to multiple campaigns?
Yes. You can assign a lead or contact to multiple campaigns. Here is how you can do it:
- In the Leads tab, select the record that you want to link to the campaign.
- In the Lead Details page, the existing campaign details, if any, are displayed.
- Click Campaign Name, Status, Type, Start Date, End Date, Expected Revenue and Currency links to sort the display order of the records.
- Click the relevant Edit or Remove link to change the member status field or remove the campaign association from the record respectively.
- Click Add to Campaigns.
- In the Add Campaigns to Lead page, do the following:
- Choose the campaign member Status from the drop-down list. See Also Customize Campaign Member Status
- Select the checkbox(es) of the campaigns that you want to associate to the lead.
- Click Add to Lead.
You can follow this same procedure to associate a contact to a campaign.
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