How to Add Leads to a Campaign in CRM

Overview: 

This article provides the steps on how to add leads to a campaign record in CRM.

Process:

1. Go to My Apps and open Okta. 

2. In Okta, search for Xvantage for Associates(X4A) and open it. 

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Campaigns.

6. By default, you will land on My Campaigns view.

7. If you need to switch views, simply click the drop-down menu and choose from other listed views.

8. Locate the campaign by using using either the Filter by keyword bar or you may also use the filter by on each category.

9. Click the campaign name (hyperlink) to open its details.

10. Click the Leads/ Open Opportunities tab.

11. In the Leads section, click the ellipsis icon.

12. Click the ellipsis icon (⋮).

13. Click Add Existing Leads if you want to associate the campaign with an existing lead.

14. Use the search bar to find the lead records.

15. Once you've located the desired lead(s), click Add to include them in the campaign.

16. If you don't have an existing lead, click New Lead to create one.

17. Enter the following details in the lead form:

    • First Name

    • Last Name

    • Company Name

    • Email

18. Click Save & Close to save the new lead.

19. The lead will now appear in the Leads section of the campaign.