Can a lead be assigned to multiple campaigns on Zoho CRM?
Resolution
Yes. You can assign a lead or contact to multiple campaigns. Here is how you can do it:
- In the Leads tab, select the record that you want to link to the campaign.
- In the Lead Details page, the existing campaign details, if any, are displayed.
- Click Campaign Name, Status, Type, Start Date, End Date, Expected Revenue, Budgeted Cost, or Member Status links to sort the display order of the records.
- Click the relevant Edit or Remove link to change the member status field or remove the campaign association from the record respectively.
- Click Add toCampaigns.
- In the Add Campaigns to Lead page, do the following:
- Choose the campaign member Status from the drop-down list. See Also Customize Campaign Member Status
- Select the check box(es) of the campaigns that you want to associate to the lead.
- Click Add to Lead.
The same procedure can be followed to associate a contact to campaign.