How do I edit the primary campaign source?

Question

There are not any options in the primary campaign source and I want to enter them.  how do I do that? I am in opportunity.

Rose Ann Bucag · Answer

Hi Emily,

You can add a Primary Campaign source by using the "Campaign Influence" related list from your opportunity record :)

Please follow the steps below:

Using the Campaign Influence Related List

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 _img alt="Lookup" src="
https://na4.salesforce.com/img/func_icons/util/lookup20.gif" /_ icon to search for a campaign.
Optionally select the Primary Campaign Source checkbox to designate the campaign as the primary campaign.
Click Save.

I hope this helps. :)

Sales And Marketing