How to Create a Campaign? 

How to Create a Campaign? 

  1. Upon successful login, you land on the ConvertLead dashboard where all the created campaigns are listed. 


Figure 20 Campaigns 

  1. To create a campaign, click the icon located at the top-right side of the screen. 


  1. This opens the Create Campaign window. 

  1. Here, enter the name of the campaign in the Name field. 


Figure 21 Campaign Name 

  1. Select the company for which you are creating this campaign using the Company dropdown. 


Figure 22 Campaign Dropdown 

  1. 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