Assign a Campaign to an Opportunity

Updated 3 years ago by Celina Kwan

To complete this procedure, you must have Read permission for Campaigns and Modify permission for Opportunities.

You can associate existing automated campaigns with Opportunities.

  1. Click on the Opportunity to make it the current entry.

  1. In the following pane, select the Details tab, and click Edit.

  1. If necessary, from the Key Fields for drop-down list, select a Key Fields list that contains the Campaign field.

By default, the Campaign field is included in the <Default Key Fields> list.
  1. Select the Campaign field.

  • The Assign Campaign to Opportunity dialog box opens.
  1. Enter the search criteria for the campaign.
  • In the Campaign Name field, specify the name of the campaign.
  • In the Products/Services and Categories fields, specify the products, services and categories associated with the campaign.

By default, the Products/Services and Categories values from the opportunity are selected.

  • Under Start date range, specify the date range for the campaign start date, or select Search all dates.
  • Under Find matching, select the status values of the campaigns.
  • Select Opportunity’s Address Book entry is subscribed to campaign to return only the campaigns to which the Address Book entry associated with the opportunity is subscribed.
  1. Click Search.
  • The automated campaigns matching the search criteria are displayed.
  1. Select the campaign and click OK.
  2. Click Save.

How did we do?