How do I add a campaign from Gmail?

To add a Campaign in Gmail, open up a Compose Window.  Click into Templatesand find the category that has your campaign.  Campaigns will have a yellow lightning bolt to indicate it is a campaign.  If you select this, it will send the first email of the campaign and trigger the follow up steps.

Note: If you campaign starts with a task, you have to launch this from or Salesforce

Labels (1)