Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Unanswered

Adding leads to Campaign

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.

  • Siva Tanikanti Profile Picture
    Siva Tanikanti 10 on at
    RE: Adding leads to Campaign

    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.

  • Inogic Profile Picture
    Inogic 24,094 on at
    RE: Adding leads to Campaign

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans