Campaign Guests
  • 28 Jul 2022
  • 1 Minute to read
  • Contributors
  • Comment
  • Dark
    Light

Campaign Guests

  • Comment
  • Dark
    Light

You can automatically share opportunities that are created from certain campaigns which is useful if you want an individual that is not a part of your team to see all of the opportunities coming in from a certain campaign for quality review or for JV deals. An example scenario is if you outsourced your marketing efforts to a third-party company and they want to be able to review the quality of the leads coming in.

  1. Select the Team you'd like to view
  2. Click Campaigns which will route you to your Campaign List 
  3. Select the Campaign where you want the opportunities coming in to be automatically shared
  4. Click Settings
  5. Select Guests
  6. Enter the emails of the individuals that you want to be automatically invited. If entering multiple emails, separate using a comma.


    This section is auto-save so there is no need to look for a save button. Once done, all opportunities created from your lead source and linked to the campaign will be automatically shared to the listed emails.



Was this article helpful?