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.
  • Campaign Account List: Use this option to view and modify the campaign accounts in the Campaign Account List window that is displayed.
  • 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.

For each record, you can:

  • Click the Account name to view the accounts associated with the campaign.
  • Click Remove Association to dissociate an account from the campaign.
  • Click Edit to modify the list of campaign accounts.