Campaign Kanban

Additional Details

Column Actions - automatically convert Leads or create Opportunities in one simple drag and drop action and ensure Opportunities are appropriately attributed to Campaigns Easily Create Campaign Members – create a new Lead or Contact and add it to a Campaign in one simple drag and drop action Easily Manage Campaign Members – similarly, add or remove existing Leads or Contacts to a Campaign in one drag and drop action Customisable Cards & Side Panel – Surface key information by customising Cards and Side Panel details to meet Campaign specific requirements Find, Filter and Sort – find Campaign Members quickly with Kanban Search; filter or sort Kanban boards the way you want and on a Campaign by Campaign basis Embed Campaign Consistency – Automate the creation of Campaign Member Status sets (Kanban columns) depending on Record Type and / or Type with our free add-on Campaign Member Status Walloper. Build consistency into how you manage campaigns as well as reporting Click 'Get It Now' to start your 14 day free trial.