How to Create a Campaign?
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Upon successful login, you land on the ConvertLead dashboard where all the created campaigns are listed.
Figure 20 Campaigns
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To create a campaign, click the
icon located at the top-right side of the screen.
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This opens the Create Campaign window.
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Here, enter the name of the campaign in the Name field.
Figure 21 Campaign Name
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Select the company for which you are creating this campaign using the Company dropdown.
Figure 22 Campaign Dropdown
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Once the required details are added, click the
button. Doing so creates the campaign and it appears listed on the Campaigns screen.
Figure 23 Save Button