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A campaign can be applied to one or many contacts. There are two ways to apply a campaign; 1) by opening the campaign and clicking on apply to contacts or 2) directly from the contact record by clicking on Apply Campaign. When you apply the campaign the activities associated with that campaign are then copies from the campaign and loaded on to the task list or calendar.
To Apply a Campaign from the Contact:
| 1. | Click on "Apply Campaign" on the real Estate Contact form. |
| 2. | Select the campaign from the list of campaigns and set the start date for the campaign and then click on OK |
| 3. | The activities will now be added to your default Outlook Calendar and Task List. |
To Apply a Campaign from the Campaign:
| 1. | Click on the "Apply to Contacts" button on the Campaign form. |
| 2. | The Contact Selection Window will be displayed from which you can select the contact(s) to which you want to apply the campaign. |
| 3. | Add the contact to the "Apply To" side of the selection window by click on the right arrow on the form or the double right arrow to add all the contacts from the left to the right. |
| 4. | Once you have all the contacts selected click on apply, this will add the activities to your default Outlook Calendar and Task List. |
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