Importing Opportunities to an Existing Campaign

If you have an existing CSV Import campaign and are looking to import a new list without creating a new campaign, click the 'Add Opportunity' button in the upper right corner of your screen from any stage of a campaign. 

  • 'Add Opportunity' is used for adding a single opportunity
  • 'Import Opportunities' will let you import a new CSV file

+opportunities.png

You can also import new opportunities in bulk by clicking the 'grid of dots' button in the upper right corner of the campaign card, and then selecting 'Add Opportunities.'

 

+opportunities campaign card.png

 

You're also able to import new opportunities by hovering your mouse on the campaign card and clicking the '+' symbol.

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