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Topics#Sales And MarketingJulie Nguyen's Question
Julie Nguyen asked in #Sales And Marketing
Mar 14, 2011, 5:24 PM

Campaign Name in Lead View

 How do I add the Campaign Name to my lead view so that I can see what all campaigns each lead may be associated to? 
2 answers
  1. Meryl Flynn (The Pew Charitable Trusts)
    Mar 14, 2011, 5:34 PM
    You will need to make sure that the lead is a 'Campaign Member,' and you will see a 'Campaign' record in your 'Campaigns' related list on the lead record. Set up your Campaign, and under campaign members, 'Add Members - Search' and check the box to add your lead. You will also need to check your Lead page layout to make sure that your Campaign related list is showing.
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