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Can I add Contacts, Companies or Leads to a Campaign or Event from a Report?

Updated: 05 June 2019 16:10:49 OpenCRM::Reports

Adding Leads, Contacts & Companies to a Campaign

When you run a report if you have one of the modules above as either the primary or secondary module you will see a button labelled "Add Contact / Company / Leads to Campaign".


When you click on the relevant button you will be taken to a screen where you can add the records to the Campaign.

Adding Contacts to an Event

As per the screenshot above, if you have the Contact module linked to a Report then you will also have the ability to add the records to an event, the same process is followed. Clicking on the Add Contacts to Event button will take you to the standard screen where you can associate Contacts with an Event.

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