How To Manually Add Appointment Reminders Campaign

1 min. readlast update: 03.01.2022

There are a few ways to get to the screen shown in the video: 

Option 1: From the Contacts Tab, search the contact you want to add to the campaign then click on their name.

Option 2: From the Opportunities Tab, Click on the Contact's Name you want to add to the campaign.

Option 3: In the Conversations Tab, Click on the Conversation then Click the Contact's intials (or profile pic) on the Right above their name (appears in a circle).

Option 4: From the Appointments Tab, Click on the Contact's Name

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