Campaign Kanban

Column Actions - automatically convert Leads or create Opportunities in one simple drag and drop action and ensure Opportunities are appropriately attributed to Campaigns

Easily Create Campaign Members – create a new Lead or Contact and add it to a Campaign in one simple drag and drop action

Easily Manage Campaign Members – similarly, add or remove existing Leads or Contacts to a Campaign in one drag and drop action

Customisable Cards & Side Panel – Surface key information by customising Cards and Side Panel details to meet Campaign specific requirements

Find, Filter and Sort – find Campaign Members quickly with Kanban Search; filter or sort Kanban boards the way you want and on a Campaign by Campaign basis

Embed Campaign Consistency – Automate the creation of Campaign Member Status sets (Kanban columns) depending on Record Type and / or Type with our free add-on Campaign Member Status Walloper. Build consistency into how you manage campaigns as well as reporting

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