How to Connect Leads to Campaigns Directly?

[Sugar-Daddy]

[Pro]

Use Case:

1. Create a Campaign.
2. Create a Lead.
3. Before Saving the new Lead, assign it to a Campaign (Lead Overview screen).
4. Save the Lead.

Issue:

- The Campaign is not listed under the Lead Summary once the Lead is saved.
- The Lead is not listed under the Campaign it was supposedly attached to.

Such a situation exists any time a Lead is created without knowing first which Campaign it should be under, or when an existing Lead is edited to be attached to an existing Campaign. In these situations, the Lead is not a part of a Target List, nor can it be assigned to an existing Target List.

Q: How to attach these orphaned Leads to an existing Target List, and ultimately to a Campaign?

TIA!

see attachments

[rafael.q.g@hotmail.com]

The campaigns subpanel show just the campaigns that already were processed by sugar, like mails was sent, and this relationship is stored on table campaignLog. Is not possible to add a campaign directly from this subpanel.

If you want to have a connection directly from a lead to a campaign you could create a one to many relationship (if it still do not exists), making this relate field mandatory on leads.