Automatically assign campaigns to opportunities

You can set your preferences to assign existing Campaigns automatically to new Accounts. If an Contact List entry is subscribed to a Campaign; the Campaign is assigned to any new Accounts for the Contact List entry within a specified time period. If the Contact List entry is subscribed to multiple Campaigns in the time period; you are prompted to select a Campaign when you first create the Account.

• In the top-right corner of the page; click the gear icon for Personal Preferences.
• The Personal Preferences dialog box opens.
• Select Automatically assign campaign when creating a new Account.

• From the Limit the search to campaigns created drop-down list; select the period in which campaigns must be created.

• Click Save.