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Add Individual Leads, Contacts, or Person Accounts to Campaigns

Add Individual Leads, Contacts, or Person Accounts to Campaigns

Hand-pick individual campaign members from contact, lead, or person account detail pages.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To add or clone a campaign member:

Read on campaigns

AND

Edit on leads and contacts

AND

Marketing User selected in User Detail
To edit individual campaign members:

Read on campaigns

AND

Read or Edit on leads or contacts

AND

Marketing User selected in User Detail
  1. From a contact, lead, or person account detail page, go to the Campaign History related list and click Add to Campaign.
  2. Specify the campaign.
  3. On the Campaign Member Edit page, specify the campaign member status.
  4. Save your work.