Adding response information

You can use this window to update response information. The responses keep track of interactions with a contact or lead. The response is displayed in the Responses tabs for a detail view.

To add a response:

  1. Click the Responses or Marketing tab on the Contact, Lead or Account detail view. Click More Tabs if the tab is not visible.
    Note: To add a response you can also click the Responses tab on the Campaign detail view. Click More Tabs if the tab is not visible.
  2. Click Add Response or Add Campaign Response.
  3. Select the Contact or Lead option.
  4. Click Search next to Contact or Lead, and use the lookup to locate the appropriate record based on your selection in the previous step.
  5. Click the Campaign Find option to find a campaign if required. The selection is added to the window.
  6. Select a value from the list, in the Stage field. The list is displayed based on the value specified in the Campaign field.
  7. Select a value from the list, in the Task field. The list is displayed based on the value specified in the Stage field.
  8. Click the Lead Source arrow to select a lead source. The selection is added to the window.
  9. Click the Status field and select an item from the list.
  10. Click Calendar for the Response Date field and select the date.
  11. Select a value from the list, in the Response Method field.
  12. Select a description for how the contact or lead responded in the Interest field.
  13. Select the interest level of the contact or lead in the Interest Level field.
  14. Specify any notes in the Comments field.
  15. Use the Products tab to view products associated to the response, or click Add Product to find and add a product.
  16. Click OK.
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