#191 new
Eric Davis

Assign Opportunities, Contacts, and Accounts to Campaigns

Reported by Eric Davis | May 19th, 2010 @ 10:15 AM

I'd like to be able to assign an Opportunity, Contact, or Account to a Campaign so I can really track how the Campaign is doing.

I know they can get setup through the Campaign > Lead > Account/Contact process but I'm not using the Lead section at all (too much workflow) and I have some existing data I need to assign to a campaign.

Eric Davis

Comments and changes to this ticket

  • Eric Davis

    Eric Davis May 19th, 2010 @ 10:21 AM

    Ideally this would also be counted in the Campaign's conversion ratio.

  • Eric Davis

    Eric Davis May 19th, 2010 @ 10:23 AM

    I also noticed that when using the Dropbox module: new email addresses are added as contacts so this also bypasses the "Campaign > Lead > Contact" process and don't give me a way to reassign that contact back to the campaign.

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