Adding Lead Sources to a Campaign

You can add lead sources to a campaign using the Add Campaign Lead Source window. Use filters to filter the list of lead sources in the Available Lead Sources tree view. You can 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:

  1. Click the Lead Sources Lookup on the Campaign detail view.
  2. Use the Lookup by to filter the list of lead sources. Specify the filter criteria using the drop-down list and text field, and click Lookup.
  3. Click Associate next to the lead source you require to associate with the campaign.
  4. Repeat steps 1-3 until you have added all the lead sources to be associated with the campaign.
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