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Understanding the Campaign List Screen
Understanding the Campaign List Screen

The Campaigns screen helps you organize the Campaigns associated with your Lead Sources

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

The Campaigns screen allows you to see all Campaigns from your Lead Sources on one screen.

In this screen, you have a few options from the main toolbar:

Open Lead Source - This opens the Lead Source associated with the Campaign.

Open Campaign - This opens the Campaign options like quantity limits, lead type, and quality options.

Delete - This will delete a Campaign.

Posting Instructions - This will provide the Post Documents needed by your internal web-development team or third-party lead source to post leads to LeadExec.

View Lead Flow - This is a great resource to view all the steps a lead will go through in this Campaign before a lead is accepted or rejected.

Export - This will allow you to Export your Campaigns into an XLS file.

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