Responses Tab

Use the Responses tab on the Account, Contact or Lead Detail Views to see contact and lead responses. Responses keep track of interactions with a contact or lead. You can also add or edit response information.

The Responses tab displays the following response information:

  • Contact (Account Detail view only)
  • Response Date
  • Interest
  • Status
  • Interest Level
  • Lead Source
  • Campaign

How Do I?

View response for the current recordClosed
  • On the Contact, Account or Lead Detail view, click the Responses tab. If the tab is not visible, click the More Tabs tab.
Add a responseClosed
Edit a responseClosed

  1. Click the Edit link next to the record you want to edit.

  2. Follow the steps for editing response information.

Remove a response

Related Topics

Accounts Overview

Contacts Overview

Leads Overview

 

 

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.