Opportunity Marketing Tab

Use the Marketing tab on the Opportunity Detail view to see or add campaigns that are associated with the opportunity.

Columns in the view include: status, campaign code, campaign name, stage, start date, and end date.

You can perform these actions:

  • To view campaigns associated with the current record, in the Opportunity Detail view, select the Marketing tab. If the tab is not displayed, click More Tabs.
  • To associate a campaign with an opportunity, in the Marketing tab, click add.png (Associate Campaign), and then select a campaign to associate with the opportunity.
  • To disassociate a campaign from an opportunity, select the Marketing tab, click Delete next to the campaign that you want to disassociate.