Copy Contacts to a Campaign

To save time, you can copy contacts associated with another entity record to a campaign. For example, you can copy contacts from another campaign, or a project.

To copy contacts to a campaign:

1. Navigate to the campaign.
   You can search for campaigns in the Activity Zone. Alternatively, you can access campaigns that you are assigned to in the Campaigns dashpart in the Personal Zone. If the Campaigns dashpart is not displayed, click to add it.
2. On the campaign window, click the Contacts tab.
3. Click Copy Contacts.
4. On the Copy Contacts window, use the first list to select the record type that you want to copy contacts from.
5. In the Filter Entity Name field, enter the name of the record. When the record appears, click it to select it.
6. From the list of available contacts that displays, select each contact that you want to copy.
7. Click Copy Contacts.
8. Click Close.