Automatically Assign Campaigns to Opportunities

Updated 3 years ago by Celina Kwan

To complete this procedure, you must have Read permission for campaigns.

You can set your preferences to assign existing Campaigns automatically to new Opportunities. If an Address Book entry is subscribed to a Campaign, the Campaign is assigned to any new Opportunities for the Address Book entry within a specified time period. If the Address Book entry is subscribed to multiple Campaigns in the time period, you are prompted to select a Campaign when you first create the Opportunity.

  1. In the top-right corner of the page, click the gear icon for Personal Preferences.

  • The Personal Preferences dialog box opens.
  1. Select Automatically assign campaign when creating a new opportunity.

  1. From the Limit the search to campaigns created drop-down list, select the time period in which campaigns must be created.
You can limit the search to Campaigns created in the current year, quarter, or month.
To ignore the creation date of Campaigns, select All Dates.
  1. Click Save.

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