Articles on: ZeroIn Light CRM

Move/Copy leads from one campaign to another

  • To move a single lead from one campaign to another just “grab” and drag-and-drop it into your chosen campaign appearing on the right-hand side.

How to move 1 lead

How to move 1 lead

 

  • How to move 1 lead
  1. select those leads,
  2. go to “Selected“,
  3. and pick either Move to… or Copy to

You will then be prompted to choose a campaign.

How to move/copy several leads to another campaign