How to Create a Campaign
Campaigns let you group leads into coordinated outreach efforts. Here's how to create one.
Open Campaigns
Click Campaigns in the sidebar.
View your campaigns
You'll see existing campaigns and their status. Click + Create Campaign to start a new one.
The Campaign form
A form opens for the campaign details.
Fill in the campaign details
Give the campaign a name, choose its type, and set any relevant options.
Campaign created
Click Create. The new campaign is saved (as a Draft) and ready for you to add leads.
