Re: Move assigned contacts from campaign list builder to leads

Method_Adam — Mon, 14 Mar 2016 00:55:46 GMT

Hi Nikki,

If you are only seeing the leads under Listbuilder, it doesn't sound like you've been assigned anything. I would have your administator double check that they are assigned. What they should be looking for is the SalesRep that's attached to the lead. It should look like the screen below (the highlighted intial is the sales rep):

On top of this, they would have to make sure your Method user is also attached to your sales rep. You would do this on step 1 of the Edit User screen.

Hope this helps,

- Adam

Move assigned contacts from campaign list builder to leads

nikkimartz — Mon, 07 Mar 2016 17:06:57 GMT

I was assigned leads by the administrator from a list. Now the contacts show up but only under "campaigns -> list builder" and I need to see them under "leads" as active leads. How do I do this?

Method:Classic General Q&A

Re: Move assigned contacts from campaign list builder to leads

Move assigned contacts from campaign list builder to leads