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ssoftwaressoftware 

Associating an opportunity with a child campaign

Hi All,

 

The primary campaign source lookup field in the Opportunity detail page only seems to allow linking a top-level campaign (Parent). Is this correct?

 

I have a campaign hierarchy and I would like to associate an opportunity with a child campaign in the hierarchy. Is this possible? If it is, can someone let me know how I can accomplish this?

 

Thank you.

TrimbleAgTrimbleAg

Not 100% on campaigns, but if it isnt standard, you can always create a lookup field to campaigns on Opportunities and call the field, Child Campaign.

 

Then you would have the main campaign listed on the opp and the child campaign.

 

PB

ssoftwaressoftware

Thanks for your reply.

 

I created a lookup custom field to campaigns and added it to the Opportunities page layout. However, it behaves exactly the same way as the primary campaign source field. The search field does not find child campaigns. It could only find top-level campaign (the parent) or other campaigns that are independent (neither a parent or a child).

 

Do I need to do any further tweaking to the custom field? I do not see any more options to customize it.

TrimbleAgTrimbleAg

Sorry, That was my best guess, I poked around and couldnt find anything.

 

PB