How to Create a Cherry Pick Campaign

Our Cherry-pick campaign allows you to quickly generate a list of opportunities you’ve previously contacted or are still in the process of contacting. On the Campaign type page, click Create under Cherry-pick campaign. You will be redirected to the Opportunity Search page where you can view opportunities across your entire account (admins will be able to view all opportunities and users will only be able to see opportunities from projects that they have access to).

Generate your list based on the following filters: Projects, Campaigns, Milestones, Tags. You may also choose multiple labels within each category.

Additionally, to further filter your results, search by DSLC (days since last communication) and DIM (days in milestone). Click on the email icon button to view your previous contact with each opportunity.

Select the opportunities you wish to pursue. Click Create Campaign and select the Project you’d like to add your list to. 

You can also add your list of opportunities to an **existing** Cherry Pick campaign by selecting Add to Campaign from the Create Campaign dropdown.

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