How do I add new leads to an existing campaign?
OK, so you have a campaign and you have leads. However, maybe you want to manually add a bunch of leads to a specific campaign.
- From the Leads dashboard page, you'll see all the leads in your account. If you're not seeing the lead you want, simply search for them and filter out exactly what you're looking for.
- Next hover over the cards you want to select. You'll see a circled-check icon appear at the top right of the card. Click this.
- Repeat for all leads you want to select.
- Now click the Add to Campaign button at the top of the page. This will present a list of options displaying all your active campaigns. Select the campaign you want.
This can also be done individually within the mobile app while you're on the go. Just click on the lead's information page and select the button for Add to Campaign.