Loading Getlead CRM

How to Add Leads to a Campaign

The right way to enrol leads is from the Leads section: filter to the leads you want, select them, and add them in bulk. Those leads then appear inside the campaign.

Go to the Leads page

Open Leads from the sidebar — this is where you choose who to add.

Go to the Leads page

Open a filter

Use the filters (e.g. the status filter) to narrow down to the leads you want to target.

Open a filter

Apply the filter

The list now shows only the leads matching your criteria.

Apply the filter

Select the leads

Tick the checkboxes next to the leads you want to add. Use the header checkbox to select them all.

Select the leads

Open the bulk actions menu

Click the More options (⋮) button next to Create Lead, then choose Add to Campaign.

Open the bulk actions menu

The Add to Campaign dialog

A dialog opens asking which campaign to add the selected leads to.

The Add to Campaign dialog

Choose the campaign

Open the dropdown and select your target campaign.

Choose the campaign

Confirm the selection

With the campaign chosen, the confirm button updates to show how many leads will be added.

Confirm the selection

Leads added

A confirmation appears. Only assigned leads are enrolled for lead-type campaigns, so the count may adjust.

Leads added

Open the campaign

Go to Campaigns and open the campaign you added to.

Open the campaign

See the enrolled leads

Switch to the campaign's Leads tab — the leads you selected now appear here.

See the enrolled leads