How to add existing leads to the newly created campaigns?

How to add existing leads to the newly created campaigns?

You can add the existing leads to the campaigns by following these steps:

  1. In the Campaign Details page, the existing lead details, if any, are displayed.
  2. Click Associate Existing Leads/Contact.
  3. In the Add Existing Leads/Contacts page, specify the criteria to search the required records.
  4. Click Search.
  5. Under Matching Leads/Contacts, select the checkbox(es) of the records that you want to associate to the campaign.
  6. Select the Campaign Member Status from the Status drop-down list.
  7. Click Add to Campaign.
    The selected records will be associated to the campaign.
    • Related Articles

    • How do I export my leads from CRM to an XLS file?

      You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...
    • FAQs on Leads

      1. How can I link a lead to a specific campaign? Follow these steps 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 ...
    • Working with Leads

      Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...
    • Creating Campaigns

      The  Campaigns  module in Zoho CRM helps you plan and monitor marketing campaigns in your business. Any promotional campaign, be it online or offline - such as Google Ads, Tradeshows, PR events, TV Commercials, Referral program - requires to be ...
    • Creating Leads

      In Zoho CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from ...