How do I assign a user to a campaign?

Refer to the process video below for a better understanding.

https://www.loom.com/share/83bfba0de6914ca6a57487d10e52851a?sid=06e28a1d-bf09-4149-8d9d-c29410cd1d63

Follow these steps to assign a user to a campaign:

2. Click ‘Manage Users’ under the ‘General’ tab. The list of users will be displayed.

3. Select a user from the list by clicking their name or the ‘Pencil’ icon under the ‘Action’ column. The ‘Edit User’ window will open.

4. Select ‘Role Assignment.’ A new window will open.

5. Select ‘Append User Access.’

6. Hover over your mouse in the existing role, for example, Acquisition Manager; click ‘Select.’ It will open the ‘Lead Access’ and ‘Markets.’

7. Select ‘Yes’ on the Lead Access field.

8. Select the ‘Markets’ you wish to assign to the user.

9. Select the ‘Campaign’ from the selected market.

10. Click ‘Yes’ to ‘Existing Leads’ or ‘New Leads’ if you want the user to be assigned to leads, or click ‘No’ if not. Click ‘Learn More’ to view the explanation.

11. Click ‘Update User’ and click ‘OK’ to confirm.

If you need clarification about this article, please email us at support@resimpli.com. You can also reach us through live chat or SMS Support, open Monday through Friday from 9 a.m. to 5 p.m. EST