Once they are added to a Campaign then the sales person would wish to be able to update the Calling list as the calls are made. Any ideas on how this can be done?
If you use standard reports as base to create your custom report you will have option to add contacts to campaign from report. How can I add contacts and leads to my campaigns?
Your company's campaigns typically will target existing customers (contacts) and/or prospective customers (leads). Both contacts and leads can be associated with your campaigns as campaign members. You can easily add members from a campaign member detail page by clicking the Manage Members drop-down button in the campaign detail section or in the Campaign Members related list, then selecting one of the following options:
- Add Members - Search to add campaign members from a search.
- Add Members - Import File to add campaign members by importing leads from a comma-delimited text file (.csv).
- Edit Members - Search to view, update, or delete existing campaign members.
- Update & Add Members - Import File to edit campaign member status using an import file.
The following tables describe additional methods to add campaign members..
Adding Contacts to Campaigns Contact Source Recommended Campaign Member Tool Maximum Number of Records A report of existing contacts
Adding Campaign Members from Reports 50,000 per report A .csv file of existing contacts Campaign Update Wizard 50,000 per import file A list view of existing contacts Adding Contacts or Leads from a List View to a Campaign 250 per list page An individual contact detail page Adding, Editing, or Cloning Individual Campaign Members1
Adding Leads to Campaigns Lead Source Recommended Campaign Member Tool Maximum Number of Records A report of existing leads
Adding Campaign Members from Reports 50,000 per report A .csv file of new leads Lead Import Wizard 50,000 per import file A list view of existing leads Adding Contacts or Leads from a List View to a Campaign 250 per list page An individual lead detail page Adding, Editing, or Cloning Individual Campaign Members1
See Also:
Campaigns FAQ
