How do I create a campaign while creating a lead?

Updated on April 30, 2021 06:46AM by Admin

The campaign is a marketing term that could be interpreted differently by each marketing team. Some of the examples of the campaign include

  • Trade shows
  • email
  • sponsored dinners
  • booth participation
  • Launch of new brands and so on.

A working definition of Apptivo CRM Campaigns

Apptivo describes campaigns as "a marketing strategy or a series of strategies that are charted out to achieve specific targets such as increased leads, revenue, opportunities, and so on."

Leads App allows you to create a new Campaign while creating Leads or select an existing campaign.

Steps to Create a Campaign while Creating Leads

  • Log in and access Leads App and click on the Create button from the left navigation panel.
  • You can view the “Campaign” field in “Additional Information”.
  • Start typing in the field, as it will auto-populate the existing campaign names or create a new campaign.
  • Click on the Add icon to create a new campaign.

  • By clicking on the Add icon, you can view the Create Campaign popup.
  • Add the campaign information and click on the Create button.
Create Campaign

  • You can view the created campaign.

  • You can also view the created campaigns in Campaigns App.
Campaigns App

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