How can a sales user at Ursa Major Solar relate an opportunity to a campaign?

A sales user at Ursa Major Solar can relate an opportunity to a campaign by utilizing the campaign influence related list on the opportunity. This feature allows users to link opportunities to various campaigns, automatically recognizing multiple influences campaigns might have on a sales opportunity. By doing so, users can track how different campaigns contribute to sales and evaluate the effectiveness of their marketing efforts.

This approach provides a comprehensive view of which campaigns are driving sales success and allows for more informed marketing strategies. By observing the influence metrics from related campaigns, sales and marketing teams can align their efforts more strategically to optimize future campaigns.

Other options, while they may involve elements of opportunity or campaign management, do not specifically facilitate the linking of opportunities to campaigns in the way that the campaign influence related list does. For example, selecting a campaign record type or choosing a primary campaign source focuses more on the initial setup of the opportunity rather than ongoing influence tracking.