How to allow Kazeli User add participants to a follow-up campaign

  • Created:
  • / Author: Kazeli Support

If you would like to allow a Kazeli User to add participants to a follow-up campaign you first need to add them as team members of the campaign. Here’s how:

  1. From the left navigation, click CRM, then FOLLOW-UP
  2. Then click on the follow up campaign you’d like to manage
  3. Then click on EDIT beside STEP 1: Campaign Details
  4. At the bottom of the settings page either add individual team members or groups.