Tips & Tricks


Tips & Tricks

Check your contracts in the Lime CRM web client when you’re out and about.  One of our consultants needs to configure your system for a few hours so your web client can be tailored to your database and other functions.

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  1. Lime CRM
  2. Tips & Tricks
  3. Connect participants to a marketing activity

Connect participants to a marketing activity

This is how you connect participants to a marketing activity:

  1. Make sure you see the Campaigns tab, (if you can’t see the tab, read more here).
  2. Search for the individuals in the person list or create a selection with the persons you want to connect.
  3. Select them with Ctrl + A or some of them with Ctrl / Shift and click with the cursor.
  4. Right-click and select the Campaigns tab.
  5. Select add to.
  6. Select / search for the campaign you want to link to.
  7. A guide opens where in the first step you can choose to enter a status of the participant and possibly make a note.

If you want to disconnect a participant, the easiest way to do this is to delete the participant during the Campaign.