How To Add Campaign Member Status In Salesforce

How To Add Campaign Member Status In Salesforce

  1. Log in to Salesforce: Access your Salesforce account.
  2. Navigate to Campaigns: Click on the "Campaigns" tab in the main menu.
  3. Select a Campaign: Choose the campaign you want to add member status to.
  4. Go to Campaign Members: Click on the "Campaign Members" related list.
  5. Add Members: Click on "Add Leads" or "Add Contacts" to include new members.
  6. Choose Member Status: Select the desired status for each member from the dropdown.
  7. Save Changes: Click "Save" to apply the new member statuses.
  8. Review Member Statuses: Check the updated statuses in the campaign member list.