Adding existing Leads to Email Campaign?

ERPNext Selling/CRM
1

I’ve never used the Email Campaign function in ERPNext, but I’m considering using it.

From what I can see, in order to add an existing Lead to an Email Campaign, you must navigate to > Email Campaign and then create a new Email Campaign for every single Lead.

Is there a more efficient way to add Leads from within the Lead record? It seems to be a very time-consuming process if you need to add many Leads to the campaign throughout the day.

2

Hi @oguruma,

I think you should use an Email Group for that.

Please check it.

I hope this helps.

Thank You!

3

Well, a couple problems with that:

  1. It doesn’t solve the problem of being very slow to add new Leads to the email group. I would still have to leave the Lead record and navigate somewhere else, which is very inefficient.

  2. I don’t think it works if you add Leads to the list after the Campaign has started.