To complete this procedure; you must have Read permission for Campaigns and Modify permission for Opportunities.
You can associate existing automated campaigns with Opportunities.
- Click on the Opportunity to make it the current entry.
- In the following pane; select the Details tab; and click Edit.
- If necessary; from the Key Fields for drop-down list; select a Key Fields list that contains the Campaign field.
By default; the Campaign field is included in the list.
- Select the Campaign field.
- The Assign Campaign to Opportunity dialog box opens.
- Enter the search criteria for the campaign.
- In the Campaign Name field; specify the name of the campaign.
- In the Products/Services and Categories fields; specify the products; services and categories associated with the campaign.
By default; the Products/Services and Categories values from the opportunity are selected.
- Under Start date range; specify the date range for the campaign start date; or select Search all dates.
- Under Find matching; select the status values of the campaigns.
- Select Opportunity’s Address Book entry is subscribed to the campaign to return only the campaigns to which the Address Book entry associated with the opportunity is subscribed.
- Click Search.
- The automated campaigns matching the search criteria are displayed.
- Select the campaign and click OK.
- Click Save.