Adding Campaign Member Related Lists to Opportunity
To add Campaign Member Related Lists to Opportunity, follow the these steps:
- Go to Setup -> Object Manager -> Opportunity -> Page Layouts
- Select the Opportunity Page Layout you'd like to update (you may need to repeat these steps for more than one page layout)
- Navigate to "Related Lists"
- Based on if you plan on using Account-Based attribution, Opportunity-Based attribution, or both, drag the appropriate related lists into your page layout
- Click the wrench icon on the related list and update the columns accordingly. Here are our recommended columns:
- Sort your related list by "Engagement Date" and choose "Descending"
- Save your page layout and that's it!