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


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.

Import opportunities.png

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