Adding or Editing Response Information

Use this dialog box to update response information. Responses keep track of interactions with a contact or lead. The response will appear in the Responses tabs for the Detail views.

How Do I?

Add a responseClosed
  1. Do one of the following:
    • From the Contact, Lead or Account Detail view, click the Responses or Marketing tab. If the tab is not visible, click the More Tabs tab.
    • From the Campaign Detail view, click the Responses tab. If the tab is not visible, click the More Tabs tab.
  2. Click the Add ResponseClosed or Add Campaign ResponseClosed button.
  3. Select the Contact or Lead option.
  4. Depending on your selection in the previous step, click the FindClosed button next to Contact or Lead, and use the lookup to locate the appropriate record.
  5. If necessary, click the Campaign FindClosed button to find a campaign. Your selection is added to the dialog box.
  6. If you specified a campaign, click the Stage drop-down arrow and select from the list.
  7. Click the Lead Source FindClosed button to find a lead source. Your selection is added to the dialog box.
  8. Click the Status drop-down arrow and select an item from the list.
  9. Click the Response Date CalendarClosed button to select the date.  
  10. Click the Response Methoddrop-down arrow and select an item from the list.
  11. Click the Interest drop-down arrow to select a description for how the contact or lead responded.
  12. Click the Interest Level drop-down arrow to indicate how interested the contact or lead is.
  13. In the Comments box, type any notes.
  14. Use the Products tab to view products associated to the response, or click Add ProductClosed to find and add a product.
  15. Click OK.
Edit a responseClosed
  1. Do one of the following:
    • From the Contact, Lead or Account Detail view, click the Responses or Marketing tab. If the tab is not visible, click the More Tabs tab.
    • From the Campaign Detail view, click the Responses tab. If the tab is not visible, click the More Tabs tab.
  2. Click the Edit link next to the record you want to edit.
  3. Update the response information.
  4. Use the Products area to view products associated to the response, or click Add ProductClosed to find and add a product.
  5. Click OK.

Related Topics

Deleting a Response 

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.