How to manually add a lead or contact to a Salesforce campaign

Summary

Salesforce campaigns are used to group leads or contacts for a specific purpose such as a email list.

Body

Salesforce campaigns are used to group leads or contacts for a specific purpose such as a email list.

Step-by-step guide

Here are the steps needed to manually add someone to a Salesforce campaign:

  1. From a lead or contact, go to the Campaign History related list click Add to Campaign.
  2. Specify the campaign
  3. On the Campaign Member Edit page, specify the campaign member status (sent is ok here)


Details

Details

Article ID: 9400
Created
Mon 9/28/26 12:42 PM
Modified
Mon 9/28/26 12:53 PM

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