Add Individual Owners to a Campaign from Owner Profile (How-To)

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Add Individual Owners to a Campaign from Owner Profile

From an owner's profile, you can individually add accounts to a campaign. There are two places this can be done.

 

Owner Communications Tab

  1. Navigate to the Owner's profile and click on the Owner Communications tab.

  2. Click Add to Campaign.



  3. Click the check box next to one or more existing campaigns or, if needed, create a new campaign from this popup.

 

Owner Details Tab

  1. Navigate to the Owner's Campaigns section on the Details tab at the bottom of the right column. The Campaigns section contains a list of all campaigns the owner is currently listed as a recipient of or that they have previously received.

  2. Select Add to Campaign to add this owner to a new campaign.



  3. Click the check box next to one or more existing campaigns or, if needed, create a new campaign from this popup.

 

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