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:
- Do one of the following
-
Click the
(Add Response) or
(Add Campaign Response) button.
- Select the Contact or Lead option.
-
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.
-
If required, click the Campaign
(Find) button to find a campaign. The selection is added to the dialog box.
- If you specified a campaign, click the Stage field and select a value from the list.
- Click the Lead Source drop-down arrow to select a lead source. The selection is added to the dialog box.
- Click the Status field and select an item from the list.
-
Click
for the Response Date field and select the date.
- Click the Response Method field and select an item from the list.
- Click the Interest field and select a description for how the contact or lead responded.
- Click the Interest Level field and select the interest level of the contact or lead.
- In the Comments field, specify any notes.
-
Use the Products tab to view products associated to the response, or
click
(Add Product) to find and add a product.
- Click OK.
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