Campaign Lead Management

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Moving or copying leads between campaigns is an easy task.

While in the campaign with the leads you wish to move, do the following:

  1. Select the Checkbox for each one
  2. Click on the Actions menu at the top
  3. select Move, if you wish to move the lead to a new campaign and remove them from the current one or select Copy to make a duplicate of the lead in another account.
  4. Select the destination Campaign and submit.

Here is a quick video walking you through the process:

If you have any questions about campaigns or leads, you can reach out to the Support Team by clicking Submit a Request at the top right of this page.

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