Allocating various campaigns to leads.

Can a Lead be Assigned to Multiple Campaigns in Zoho CRM?

Yes. You can assign a lead or contact to multiple campaigns. Here is how you can do it:

  1. In the Leads tab, select the record that you want to link to the campaign.

  2. In the Lead Details page, the existing campaign details, if any, are displayed.

    • Click Campaign Name, Status, Type, Start Date, End Date, Expected Revenue, Budgeted Cost, or Member Status links to sort the display order of the records.

    • Click the relevant Edit or Remove link to change the member status field or remove the campaign association from the record respectively.

  1. Click Add toCampaigns.

  2. In the Add Campaigns to Lead page, do the following:

    • Choose the campaign member Status from the drop-down list. See Also Customize Campaign Member Status

    • Select the check box(es) of the campaigns that you want to associate to the lead.

  1. Click Add to Lead.

The same procedure can be followed to associate a contact to campaign.

 

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