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Campaigns and pools

A campaign groups the leads that came from one marketing effort, with its dates and budget. A lead pool groups leads for the team to share out.

Neither has its own list. Open a campaign or a lead pool from the Campaign or Lead Pool column of the Leads list, or from a lead’s own page.

  • Read and edit a campaign’s name, owner, schedule, budget, status and description.
  • Read and edit a lead pool’s name and remark.
  • Deactivate a campaign or a lead pool that is no longer used.

This page is a summary. A full guide for campaigns and lead pools will follow.