Associate Campaigns with a Deal

admin

2 min read

Updated: July 22nd, 2021

Identify how many deals have been converted from a campaign by associating a deal manually with a campaign.

1. Go to the ‘Sales’ tab and click on ‘Deals‘.

2. Click on the specific deal you want to associate a campaign with. You can also use the ‘Search’ box and the filter for an easier search of your deals.

3. Click on the meatballs menu and select ‘Edit this deal‘.

4. Select the campaign where you want to associate your deal with.

5. Once done, click on ‘Save Deal‘ .

To check the associated campaigns with a deal, you can go to the ‘Campaigns’ tab or view it from the deals general information overview.

Note: You can only associate one campaign with a deal. You cannot associate multiple campaigns with a deal.