I created a campaign but when I try to convert a lead, I don't see any campaign in the look up. Why?

I created a campaign but when I try to convert a lead, I don't see any campaign in the look up. Why?

In the Convert Lead page, the Campaign Source field lists only the campaigns to which the selected lead (that is being converted) is associated. It does not list all the campaign records available in your Campaigns module. So please check if the lead is associated to any campaign.

A lead could be associated to more than one campaign. In such cases, when you convert the lead, the Campaign Source field is useful in selecting the campaign which qualified the lead to a deal.

After lead conversion, the Contact record will have all the campaigns that were associated to the lead, while, the Deal record will have only the campaign source that you selected during lead conversion.




    • Related Articles

    • Managing custom lead merge tags

      Lead custom tags are those, that you can define according to your needs from a list of lead fields and the custom field data. This gives you the liberty to use more number of fields than the available predefined fields. You can choose from the ...

    • Lead Scoring

      Lead Scoring is an effective way to manage and analyze your leads, helping you discover quality leads and giving you insights about their stage in the sales funnel. lead scoring is all about giving scores to your email recipients based on their ...

    • I created a page campaign but can’t start it on my Facebook page. Why?

      There are three reasons that may prevent you from starting a page campaign on Facebook: 1. Your Facebook tab might not be created yet.  2. You might be a free user with more than 200 Facebook followers.  3. The page might be in use by another ...

    • Why don't I see leads of my last lead gen campaign?

      It depends on when you ran the campaign and if the lead form is still active. Facebook keeps hold of the leads of only the last 90 days of your active lead forms. We recommend you either download the leads from time to time or integrate with Zoho CRM ...

    • Lead Queue for Zoho CRM

      Time management is essential in any organization. Finishing activities faster will pave way for room for more activites and hence more output. Track how much time is consumed by each activity and convert all these leads to successful completion. ...