Wednesday, June 19, 2019

Associate a Marketing Campaign to an Opportunity record and track how many Opportunities resulted from a Campaign

To associate a marketing campaign to an opportunity record, use the steps below.

1. Edit an Opportunity record
2. In the Lead Source field, select the name of the Marketing Campaign
3. Save

To track how many opportunities resulted from a campaign, see the following steps.

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Opportunity as your Search Type
3. Add the 'Lead Source' field in the Results tab of the search
4. Save & Run

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