How to Add Leads to Campaign in Salesforce

Quick summary

Adding leads to a campaign in Salesforce lets marketing teams track and manage campaign members directly from the CRM. This five-step process uses the Campaign Members section to search, select, and submit leads without leaving the platform.

Steps

1. Click 'Marketing' in the left-side menu to access marketing tools.
2. Search for 'Campaign' in the search bar at the top and select an existing campaign.
3. On the campaign page, scroll down to the Campaign Members section and click 'Add Leads'.
4. Select a lead to add from the list, then click 'Next' to proceed.
5. Click 'Submit' to confirm — the lead is automatically added as a campaign member.