- Find out how to generate/view lead report in XPO.
- Select one or more leads that you want to use in your campaign and then click on +Create Campaign to create a campaign using these leads as your audience segment.
- You will be redirected to Quick Launch. Follow the steps to create your campaign.
- Under ad group creation, your Audience segment will be the CRM audience that you have just created using the selected Leads.
You will not be able to edit or make changes to the audience segment once you have created it by using the selected leads. To add more leads into the audience segment, do either (i) select all the leads that you want once again, to create the segment; OR (ii) clone the audience segment and add the new lead(s) into it.