Marketing Services How do I assign sales people within a campaign?
So I imported a list into the platform but there does not seem to be a way to tag one or more sales people to accounts on the list. Also, within the Campaign, there does not seem to be a way to assign sales people.
When I added the automated sales fields as part of the Campaign creation, they did not work properly because no salesman was assigned and the system didn't pick a default salesperson.
In these two slides, I
show the setup process I'm seeing and there does not seem to be a way to add sales people upon creation, nor the ability to add un editing a campaign.