Campaigns Page Overview

The Campaigns page lets you create, organize, and manage all team campaigns—track associated targets, deals, contacts, and contact requests.

The Campaign table lists all campaigns your team has created.

Here you can:

• Create and organize your campaigns

• Manage campaign details

Create and Organize your Campaigns

• Use the button in the top right corner to Create Campaign.

• Edit basic campaign information, such as Campaign name, Target Type, or color code by clicking on the 3 dots to the right of the table.

• Create filters to focus on current campaigns, your personal campaigns, or the largest campaigns.

  • Note: To add Targets to a campaign you must be in the Targets section.

Manage Campaign Details

Select the name of your campaign on the main Campaign page to open the Campaign’s details. 

Within the Campaign Details page, you can:

• Request Contacts via the button at the top right corner

  • Returned contacts will later be visible in the Contacts tab here, via the Company’s page, or on the dedicated Contacts page.

• Track Targets that have been added to the campaign

• Access deals and contacts associated with this campaign

• Review the status of any Contact Requests related to that campaign.

• Bulk edit Targets to create deals or manage tags.