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Start a sales campaign for one lead

Start a saved campaign when you are ready for the selected lead to receive its planned follow-up.

Written by Releventful Support

Start a saved campaign when you are ready for the selected lead to receive its planned follow-up.

Steps

  1. Open the lead in Lead Details.

  2. Open Quick Actions > Manage Campaigns.

  3. Select Add Campaign, choose the correct event and use Choose a Campaign.

  4. Review the campaign's messages, sender, timing and reply behavior.

  5. Select Start Campaign only when you intend to begin that follow-up.

This can schedule real messages

A message timed from Automation Start Date may become due as soon as you start the campaign. Check for another active campaign before starting a duplicate. Starting one for this lead is different from enabling a reusable campaign for future matching leads.

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