salesforce - how to load leads and add to campaigns with import wizard
TRANSCRIPT
How to Import Leads &Assign to CampaignsDoug Ayersdouglascayers.com @DouglasCAyers
Prepare Import File withCampaign ID & Status
Lead Fields Campaign Member Fields
Navigate to Import Wizard
Click Launch Wizard!
Click LeadsMore options will appear to right
Click Add New RecordsMore options will appear below
Check “Assign Leads to Campaigns”
Choose File to Import (.csv)
Click NextButton is in lower-right of page
Map Columns to Fields
Click NextButton is in lower-right of page
Confirm Options
Click Start ImportButton is in lower-right of page
Monitor Bulk ImportImport may take a few minutesLeads first then Campaign Members