Automation/ How to assign prospects to a new campaign

You can also check out instructions in this short video:

Once you have uploaded your list to the software, the last step in order to get your campaign up and running is to assign the relevant prospects to the campaign. 

You can select one or more prospects and assign them to the campaign you in a few simple steps:

1.Click on the search name 

2. Choose the prospects you want to assign by clicking on the box next to their name

3. Click on the “Actions” button

4. Click on the “Assign to campaign” button

5. Select the campaign name from the scroll down menu

6.Add selected contacts to campaign

Ready to take the next step?

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