You can create a list that shows all leads who are attributed to a specific campaign (or a group of campaigns), including leads where the campaign is not the primary campaign. This article will provide information on how to create dynamic lists with campaign attribution.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
CRM PRO | |||||
CRM Free | |||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Campaign Assignment
To create a dynamic list with campaign attribution, do the following:
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Editing Dynamic Lists
To modify a dynamic list, do the following:
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Even when modifying lists, leads will not be automatically removed from a dynamic list if they no longer meet the list criteria. You must rebuild the list to see how many leads fit that criteria at any given time.