Adding 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

To add a response:

  1. Do one of the following
    • On the Contact, Lead or Account Detail view, click the Responses or Marketing tab. If the tab is not visible, click More Tabs.
    • On the Campaign detail view, click the Responses tab. If the tab is not visible, click More Tabs.
  2. Click the (Add Response) or (Add Campaign Response) button.
  3. Select the Contact or Lead option.
  4. Depending on your selection in the previous step, click the (Find) button next to Contact or Lead, and use the lookup to locate the appropriate record.
  5. If required, click the Campaign (Find) button to find a campaign. The selection is added to the dialog box.
  6. If you specified a campaign, click the Stage field and select a value from the list.
  7. Click the Lead Source (Find) button to find a lead source. The selection is added to the dialog box.
  8. Click the Status field and select an item from the list.
  9. Click for the Response Date field and select the date.
  10. Click the Response Method field and select an item from the list.
  11. Click the Interest field and select a description for how the contact or lead responded.
  12. Click the Interest Level field and select the interest level of the contact or lead.
  13. In the Comments field, specify any notes.
  14. Use the Products tab to view products associated to the response, or click (Add Product) to find and add a product.
  15. Click OK.
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