1. From CRM module, click Sales Entities. Sales Entity screen will appear.

2. Click Sales Entity Contact tab. Sales Entity Contacts search screen will appear.

3. To add contacts to a campaign, select the contacts to be added.

4. Once the contacts are selected, click Add to Campaign button. Campaign screen will appear:

5. Select campaign from the list then click OK button. (user can also create new campaign, click New button then proceed in creating the campaign)

 

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