Quickly add lots of contacts, leads, and person accounts as members to your campaigns at one time.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To add multiple contacts, leads, and person accounts to campaigns: |
Marketing User selected in User Detail AND Edit on campaigns AND Read on contacts, leads, and person accounts |
- From the Campaign Members related list on a campaign, click Add Leads or Add Contacts.
- Select leads or contacts from the list, or search for specific leads or contacts.
- Click Next.
- Select a member status for the added members.
- Choose whether to apply the member status to selected leads or contacts who are already members of the campaign.
- Click Submit.