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After setting the campaign budget, the next step is to assign a sales executive. This ensures proper ownership and management of the campaign.

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Locate the Team section within Campaign Details

Click into the dropdown beneath Sales Executive

Select the appropriate sales executive from the list 

1. Locate the Team section within Campaign Details
2. Find the Sales Executive field
3. Click into the dropdown beneath Sales Executive
4. Select the appropriate sales executive from the list

Ensure the correct sales executive is assigned to maintain proper campaign ownership

Only available users will appear in the dropdown list

- Ensure the correct sales executive is assigned to maintain proper campaign ownership
- Only available users will appear in the dropdown list

How To Assign A Sales Executive To A Campaign

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How To Assign A Sales Executive To A Campaign

Overview

How to Assign a Sales Executive

Important