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Thread: Lead Info - More Info vs Campaigns

  1. #1
    refuge is offline Member
    Join Date
    Sep 2010
    Posts
    15

    Default Lead Info - More Info vs Campaigns

    So, I just imported a bunch of leads and I added a field of 'campaign' and set the default value to one of my campaigns.

    But when I look at the lead info page, it sets that information in the "More Info" area and not the "campaigns" area. Why is this and is there a difference between "more info" section and "campaigns' section?

    I'm looking at "More info" section as just an original point of lead. But I could be looking at it entirely wrong.

    Any ideas on how these fields are to be utilized?

  2. #2
    refuge is offline Member
    Join Date
    Sep 2010
    Posts
    15

    Default Re: Lead Info - More Info vs Campaigns

    after playing around with things. I realized when doing "Push" campaigns you don't put them into the CRM as leads, you put them in as Targets. Which was difficult to find and understand.

    I was like 'where do i import prospects?' but there is an area for that! just took me a little while to find that link.

    Click "campaigns" in the main navigation. Then click "view targets". then in the sub navigation you will see "import prospects". (edit: or 'import targets')

    It would be nice if this was in the main sitemap drop down menu but i'm not complaining about a few extra clicks
    Last edited by refuge; 2010-10-08 at 01:56 AM. Reason: found another way...

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