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Customer experience | Sales, Customer Insights,...
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Adding leads to Campaign

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Posted on by 10

Hi ,

I was trying to add leads from a list view/report to a Campaign that I already created. However I couldn't see the "Converted Leads" or Leads with status "Converted to Opportunity" added to the campaign.

Does campaign doesn't add leads with this status? (also any other statuses).

Thank you.

I have the same question (0)
  • Inogic Profile Picture
    703 on at

    Hi Siva,

    You can add any lead with status in the campaign. There is no such restriction. By default disqualified leads doesn’t show up in the lead lookup view on campaign.

    But you can click on advance lookup and select any views and add the disqualified leads as well in the campaign.

    If you don’t find your lead on lookup view then try to use advance lookup and select your lead from the other available lead views.

    Please refer below screenshot for your reference.

    6505.CAMPAIGN.jpg

    Hope this helps.

  • Siva Tanikanti Profile Picture
    10 on at

    Thank you so much for your response. I tried the same way to add the leads, however only leads with "Not attempted" and "In Progress" stage were added. Rest all not, of course all those leads are in "Read" mode with status such as "Converted to opportunity", "Disqualified" etc.

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