At the time of creating a lead; you can associate a campaign with it. If the lead is converted to an account; the campaign will also be associated with the account. This allows tracking of lead generation related to campaigns and provides insight into the ROI of the campaigns.
- Log on to Maximizer CRM.
- Create a lead:
- Click the Leads module.
- Begin the procedure for creating a lead.
- Select a campaign:
- Locate the Campaign box and begin typing the name of the campaign.
- Select one from the list of matching results.
- Save your changes.
- Import a lead:
- Ensure that you have a compatible file type that contains details related to leads.
- Ensure that this file contains a field that can be mapped to “Campaign”. For example; if you have an XLS file; make sure that it has a column that contains all the campaigns associated with the leads.
- Go to Import File Import (XLS; CSV; TAB etc).
- Map the field representing campaigns with “Campaigns” at the time of importing the leads.