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Mike Wheeler has taught over 125,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
This lecture covers the different ways you can add people to a Campaign. We cover adding leads to a Campaign individually. We also cover mass-adding campaign members via a .csv file, which is very helpful when you receive lead lists after hosting a booth at a conference or tradeshow, for example....
It's time to start executing campaigns. In this lecture we explore the lifecycle of campaigns and how to also add Contacts to Campaigns. Creating an Opportunity from a Campaign Member is also demonstrated.