Campaign : Core campaign building functionality
Create Campaign: New Campaign
To initiate a campaign can choose from one or multiple organization/people filters to add records to the campaign.
Adding organizations or people to an existing campaign: Add to campaign button
1.Displays a list of organizations and people not currently included in that campaign. Organization/People list view allows to scroll though and use checkboxes with bulk edit option to add records to the existing campaign.
Add to campaign option in Add deal/Add lead dropdown to add organizations or people to an existing campaign directly in the organization/people records individually.
I suppose the icon in the sidebar could be:
But that's probably best left to the creatives.
Mike van der Valk Posts: 4,043edited January 2021 #2
Hi @Brad Krause thanks for sharing, I'm letting our team know about your post!0