How do I create a campaign while creating a lead?

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.

• You can view the created campaign.

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

Related Links

• Create mandatory custom field

• Create my views

• Create tags

• Create a lead rank