Campaign : Core campaign building functionality

Brad Krause_13404

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:

Podium

Or

Magnet

Or

Bullhorn

But that's probably best left to the creatives. 

 

Mike van der Valk

Hi @Brad Krause thanks for sharing, I'm letting our team know about your post!