Sales Campaigns at the Lead level
Sales campaigns are a very important part of your sales process. They improve your messaging consistency and make it easier to determine what brings success to converting your leads to booked clients.
You can review campaign details or manually start a sales campaign for a particular lead using the steps below:
Click on contacts (button shown above) in the side navigation
Click on Leads in the Filter By section
Click on the lead you would like to edit
Then click on Sales Campaigns at the top right of the Lead Edit screen
From this window you can review the current campaign message details, or click Add Campaign to start a new one
Click Choose an Event from the dropdown menu
Click Choose Campaign to see a list of all your saved sales campaigns
Click Start Campaign
Did you know that Releventful supports SMS Campaigns? Learn about our SMS Messaging Platform