Why is the Primary Campaign Source checkbox not appearing on the opportunity detail page?

Question

I have an account with two opportunites - one lost and and one won. Both opportunities are assocaited with one campaign, the first (lost) via the campaign/campaign members/lead/account/opportunity, and the second has been added t o the existing account. I set up Campaign Influence, it is enabled, the campaign is still live and not past its end date. The won opportunity is not associated with the campaign and there is no 'Primary Campaign Source' check box showing in camapign influence. Please help!!!

Steve Molis · Accepted Answer

Does the second Opportunity have a Primary Contact associated to it via Contact Roles?     Campaigns are not related to a (company) (Account)  they can only related to a (person) Lead/Contact.  If the Opportunity was created from the Account instead of a Contact or via Lead convert there is no Campaign Member to make the connection from Opportunity to person to Campaign Member to Campaign.

Sachin Das · Answer

Hi Carla   First: do you have multiple opportunity page layouts? If so, confirm that the record type you are looking at has the appropriate page layout assigned for your profile.   Second, is the opportunity you are looking at associated with a campaign? It must first be associated to a campaign in order to have the checkbox field display.   To add influential campaigns from the Campaign Influence related list:   View the detail page of an opportunity.   Click Add Campaign in the Campaign Influence related list.   Enter a campaign name in the Campaign name field or click the icon to search for a campaign.   Optionally select the Primary Campaign Source checkbox to designate the campaign as the primary campaign.   Click Save.   Note: Make sure the field isn't hidden by field level security   Please let me know if the above steps help   Regards   Sachin

Why is the Primary Campaign Source checkbox not appearing on the opportunity detail page?

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