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Thread: The lead creation form should not be in campaign management

  1. #1
    bradym80 is offline Sugar Community Member
    Join Date
    May 2007
    Posts
    36

    Angry The lead creation form should not be in campaign management

    I have recently created a lead creation form for my website. Because this feature is located under the campaigns tab, I was under the impression that this form would automatically add users to a target list of the campaign I assigned to the form. This is not the case. When leads submit their information via the form, they are properly recorded as leads in sugar as part of the campaign I assigned them to. However, I have no control over these users via the campaign module! I do not understand why lead creation form is located in campaigns if the leads generated cannot be manipulated within the campaigns module.

    You might wonder why I dont do a custom search in leads and sort by campaign, then add these users to my campaign manually. I am not interested in doing that every month, I was under the impression that this would be automatic.

    Can someone tell me if there is a better way or if I am doing this wrong. I would appreciate it.

  2. #2
    sfgeorge is offline Member
    Join Date
    Aug 2007
    Posts
    5

    Smile Re: The lead creation form should not be in campaign management

    I feel your pain, believe me I do. I'm a Sugar noob, and I'm just getting acquainted with the modules and api myself. But... good news, with a simple customization, I figured out how to assign a web lead to a target list.
    Last edited by sfgeorge; 2007-09-06 at 08:09 PM. Reason: moved reply to easier-to-find topic

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