Updating multiple Campaigns

Use the Bulk Update Campaign window to modify the header details of one or multiple Campaigns simultaneously. You can update information such as Lead Source, Start Date, Manager, Status, End Date, and Owner.

To update one or more campaign headers:

  1. Click Campaigns from the navigation pane. The Campaigns list page is displayed.
  2. Select the records you require to update.
  3. Right-click and select the Update option. The Bulk Update Campaign window is displayed. You can also select Clear or Update the fields for the selected campaign records
    Note: For required fields, Clear is automatically disabled.
  4. Click Submit.
  5. Click Yes to confirm the update. The information is modified for all the records that are selected.