How do I move an opportunity between campaigns?

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If a particular opportunity would fit better in a different project or campaign, you can always move it, here’s how! You can move multiple opportunities during either the Inspect or the Personalize stages of the workflow.

You can move an opportunity while inspecting by selecting the opportunity or opportunities you want, and selecting “Move to Another Campaign” from the “Move to Personalization” drop down. You will find those opportunities in the “Inspect” section of the campaign you sent them to.


You can also move opportunities when you are personalizing. Simply select the opportunity or opportunities you wish to move, and click “Move to Another Campaign”

After you click "Move to Another Campaign" you will be prompted with a pop up asking which project/campaign you would like the opportunity to be moved to.

You will find these opportunities in the “Personalize” section of the campaign you sent them to.

 

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