How can I add the existing accounts to a campaign?
You can add the existing accounts to a campaign by following the steps given below:- Create a Lookup field for Accounts. A Related List will also be created for the Campaigns.
For example:
Label: Campaign Source (This field will be available for Accounts)
Lookup Type: Campaigns (You will be able to select campaign records from the lookup field)
Related List Label: Accounts (A Related List will be created for Campaigns)
For more information, see Creating Lookup Fields
- In the Accounts tab, select the record that you want to add to the campaign.
- Edit the record and choose the Campaign Source from the lookup. Click Save.
The account will be added to the campaign. - In the Campaigns tab, select the campaign for which the account is added.
The account details will be listed under the Accounts Related List.
Related Articles
Creating Accounts
In Zoho CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data through various sources ...
How to add existing leads to the newly created campaigns?
You can add the existing leads to the campaigns by following these steps: In the Campaign Details page, the existing lead details, if any, are displayed. Click Associate Existing Leads/Contact. In the Add Existing Leads/Contacts page, specify the ...
How can I add more participants to an existing meeting?
You can add participants to an existing meeting from the Meetings Details page. 1. Select the meeting on the Meetings Details page. 2. Go to the Participants section and click Add. 3. Select the participants you want to add and click Add. 4. An ...
How to add fields to an existing webform?
In the form builder, you can drag-and-drop the fields you need and change the font style and size, background color, alignment of the fields, etc. To add fields in an existing web form Click Setup > Extensions & APIs > Webforms. In the Webforms page, ...
How many social media accounts does Social let me add?
Currently there is no limit on the number of accounts that can be added to Social CRM. An organization may add any number of Facebook or Twitter accounts.