Adding Lead Sources to a Campaign
You can add lead sources to a campaign using the Add Campaign Lead Source dialog box. Use the filter to narrow the list of lead sources in the Available Lead Sources tree view. You add lead sources by selecting them from the Available Lead Sources tree view and adding them to the Selected Lead Source grid. If you add a lead source in error, you can remove it.
To add:
-
On the
Campaign Detail view,
click the
Lead Sources
( ) button.
-
Use the
Lookup by to narrow
the list of lead sources. Specify the filter criteria using the drop-down list
and text box, and then click
( ).
- Click next to the lead source you want to associate with the campaign.
- Repeat steps 1-3 until you have added all the lead sources to be associated with the campaign.
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