How to add or remove the member from Campaign

Techmet

Last Update 2 months ago

As campaign always get created to separate the prospects as source/ city / user wise etc.


User-Members need to get added to access the prospect related to campaign. As users get added in camapign - it  can be removed from the campaign as well but mapped prospect need to be shifted to another agent or campaign.


Step to adding the Member : Add the Member from "Add Members" list under the "Members" tab. Members tab will be visbile in Camapign-morinfo.


Step to remove the Member : Remove the Member from "Campaign Members" list under the "Members" tab. Member tab will be visbile in Camapign-morinfo.

Note :


1. User/ Member can not be removed till the time prospects are allocated in Campaign.

2. User will see the list of prospect, which is specifically allocated to them.

Still need help? Message Us