Associate Campaigns with Companies

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< 1 min read

Where can I see if companies are associated with a campaign?

1. Click the ‘Companies’ tab on the main toolbar.

saphyte companies tab

2. Choose the Company name you want to delete from the Companies list. You can use the filter for an easier search.

saphyte search box

3. Click the ‘pencil’ icon to edit the details of a Company record.

saphyte edit

4. Choose the Campaign you want to associate with the Companies. Choose from the dropdown of the ‘Select Campaign’ field.

saphyte select campaign

5. Click on the ‘Save Company’ button to apply the changes.