Campaigns: track spend (tagged win rate on Pro)

Campaigns connect your marketing spend to your pipeline. Each campaign has a channel, a budget, and a spent amount, and every lead can be tagged with the campaign (or source) that produced it — which is what makes the channel reporting in Analytics meaningful.

Create a campaign

1. 1Open the Campaigns view and click New campaign.
2. 2Give it a name and description.
3. 3Pick a channel — Email, Social, Paid, Organic, or Referral.
4. 4Set the status (Active or Paused), the budget, and how much you've spent so far.
5. 5Save.

Manage campaigns

• Play / pause — toggle a campaign between Active and Paused without recreating it.
• Edit — update budget, spend, channel, or description as numbers change.
• Delete — remove a campaign that's no longer running.
• Each card shows budget vs. spent at a glance, so you can see which campaigns are consuming cash.

Next steps

• See channel performance in analytics.
• Attribute discovered leads to campaigns by source.
• Understand plan limits on campaigns.