Each Campaign is linked to a Campaign Product. Multiple campaign products can be setup per instance, however only one product can be linked to a campaign.


Create a Campaign Product

Navigate to Menu item CRM Contacts | Leads | Campaign Products



Click on the + New Product button to create a new campaign product

Complete the required fields



NOTE: The button name and link required on the Campaign Product screen is displayed on the lead view and provides quick access to the product information of marketing brochure to the agent.