How Do I Change the Campaign Source on an Opportunity?

Open the opportunity and use the Source History panel. Click Choose Campaign, pick a campaign (or No Campaign), give a reason, and click Save Source.

Steps

1. Open the opportunity from the pipeline or the raise's Dashboard.
2. In Source History, click Choose Campaign.
3. In Choose a Campaign Source, search with Find Campaign and select one, or select No Campaign.
4. Enter a Reason (at least 5 characters).
5. Click Save Source.

Reading the History

Each entry shows a date and one of:

• First Source: the source saved when the opportunity was created.
• Source Changed: a later change, with its reason.
• Existing Source Saved: a baseline saved for an opportunity that existed before history tracking.

Each entry lists the campaign, referrer, co-sponsor, and lead source at that time.

Good to know

• Earlier choices stay in the history; nothing is overwritten.
• When adding a new opportunity, you can set Campaign Source (Optional) and must answer Why Is This the Source? if you pick one.
• You need CRM edit permission to see Choose Campaign.
• These sources feed Where Opportunities Came From.

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