Transfer Legacy sales campaigns into marketing campaigns section so that I can report on the campaigns

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Posted on by CRMCRMRob

Hi,

We have a number of legacy campaigns that were created on the "Sales"/>"Campaigns" tab. Then every interaction and engagements were tagged to those campaigns.

I would now like to transfer all of those sales campaigns over to the "Marketing"/>Campaigns"section.

Is this possible?

The reason being that I want to be able to report on the campaigns but I can't seem to generate a report on the sales campaign but I can generate a report on the Marketing campaigns.

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Pranjali on at

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Hello Partner,

When you say you are unable to use Marketing Campaigns in reports, do you get an error?

Can you add screenshots?

Regards,

Pranjali

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