Importing Opportunities to an Existing Campaign

If you have an existing CSV Import campaign and are looking to import a new list without creating a new campaign, click the “Add Opportunity” button in the upper right corner of your screen from any stage of a campaign. 

  • 'Add Opportunity' is used for adding a single opportunity
  • 'Import Opportunities' will let you import a new csv file

You can also import new opportunities in bulk by clicking "Actions" in the lower right corner of the campaign screen, then select "Import New Opportunities.”

By going to Campaign Settings > General, you are also able to import new opportunities via csv/plain-text import.

You're also able to import new opportunities by hovering your mouse on the campaign card, and clicking the "+" symbol.

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