To add a Contact, Property or Market Lead to a Campaign from the record screen, just follow the steps below:
- From the top menu of the record, select More > Add to Campaign
- Type the name of the relevant campaign + set a status
- Click Save
The relevant campaigns assigned to that record will then show in the right-side menu of the record.
You'll be able to interact with the Campaigns by selecting the relevant blue-highlighted Campaign. (You can also use the red icon ☰ to manage the record's campaigns).