How do I associate a campaign with other records?

How do I associate a campaign with other records?

In the Record Details page, the existing campaign details, if any, are displayed.

Follow these steps to associate a campaign with other records:

  1. In the Campaigns Details page, associate the following:
  • Open Activities: To add tasks and events.
  • Closed Activities: To display closed tasks and events,
  • Leads: To display the leads generated through a campaign.
  • Deals: To display the deals generated through a campaign.
  • Attachments and Notes: To attach documents and notes to the Campaign.
After creating Campaigns, you may need to associate these campaigns with other records such as tasks, events, attachments, leads, contacts and deals.


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