How can I link a lead to a specific campaign?
Do the following to link a lead to a specific campaign:
- In the Leads tab, select the record that you want to link to the campaign.
- In the Lead Details page, click Edit.
- Select the campaign from the Campaign Source pickup list.
- Click Save.
Related Articles
Setting up an Unsubscribe Link
Allow the customers to unsubscribe from your email communications by creating an unsubscribe link and embedding it in the emails or hosting on the webpages. You can use the system defined default link or create a custom link.The default unsubscribe ...
How to automatically assign Leads to different users?
You can assign leads to different users automatically by configuring Assignment rules . However, you can apply assignment rules only for those leads that are generated through import, webforms, and API. Note : Assignment rule does not apply to the ...
How do I send mass emails to selected records in the Leads module?
You can send mass emails to selected leads in four different ways: Manual selection Custom view Advanced filter Criteria on the Mass Email page Manual selection: Select records manually from the list of records in a module and then select the Send ...
Campaign Monitor for Zoho CRM
Campaign Monitor is an email marketing software that is equipped with automation tools to build emails and run campaigns. With the Campaign Monitor extension for Zoho CRM, you can synchronize all your campaigns from your Campaign Monitor account to ...
Associating lead referrals to the respective contacts
In today's technological world, despite all the advertising a firm undertakes to attract potential clients, the number of customers a company obtains from referrals is enormous. So when happy customers refer leads to you, it's definitely a reason to ...