I’m new to Corteza and trying to figure out how I can add a bunch of Leads to a campaign?
Only way I found so far is to update each record of a lead with the target campaign step by step.
But I’m guessing that there must be another way when creating the campaign to select a bunch of Leads from the Leads database and assign them to the newly created campaign?
Keep in mind that the specific steps and features may vary depending on the version of Corteza you are using and any customizations made to your CRM data enrichment. If you cannot find a built-in feature to add leads to a campaign in bulk, you may need to create a custom script or workflow to automate this process.