Adding Response Information

You can use this dialog box to update response information. The 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:
    • Click the Responses or Marketing tab on the Contact, Lead or Account detail view. Click More Tabs if the tab is not visible.
    • Click the Responses tab on the Campaign detail view. Click More Tabs if the tab is not visible.
  2. Click the Add Response or Add Campaign Response button.
  3. Select the Contact or Lead option.
  4. Click the Search next to Contact or Lead, and use the lookup to locate the appropriate record depending on your selection in the previous step.
  5. Click the Campaign Find button to find a campaign if required. The selection is added to the dialog box.
  6. Click the Stage field and select a value from the list if you specified a campaign.
  7. Click the Lead Source drop-down arrow to select 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 Calendar 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. Specify any notes in the Comments field.
  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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