Accounts related section

The Accounts related section displays the accounts linked to the selected campaign.

You can access this section from the Campaign details page.

The toolbar options available in this section:

  • Associate: Use this option to associate accounts with a campaign.
  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format.
  • Toggle View: Use this option to switch between the Card and list page.
  • View Full List: Use this option to view the list of accounts linked to the selected campaign.

For each record, you can:

  • Click the Account name or Edit to view or modify the Account details.
  • Click the Remove Association to dissociate an account from the campaign.