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.

To add or edit

Open the Add Response or Edit Response dialog box.
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.
Do one of the following:
1. To add a response click the Add Response button or in the grid change the target 's Status to Responded.
2. Find the response that you want to update, and then click Edit.
Select the Contact or Lead option.
Depending on your selection in step 2, click the Find button next to Contact or Lead, and use the Find dialog box to locate the appropriate record.
If necessary, click the Campaign Find button to find a campaign. Your selection is added to the dialog box.
If you specified a campaign, click the Stage drop-down arrow and select from the list.
Click the Lead Source Find button to find a lead source. Your selection is added to the dialog box.
Click the Status ellipsis button and select an item from the list.
Click the Response Date Calendar/Time button to select a date, and then click OK..
Click the Response Methodellipsis button and select an item from the list.
Click the Interest ellipsis button to select a description for how the contact or lead responded.
Click the Interest Level ellipsis button to indicate how interested the contact or lead is.
In the Comments box, type any notes.
Click the Products tab to view products associated to the response, or click Add Product to find and add a product.
Click the Clicks tab to see if the contact or lead clicked on any links.
Click the Opens tab to see if the contact or lead has opened a Marketing Services e-mail.
Click the Undeliverable tab to see if any Marketing Services e-mail messages sent to the contact or lead have been returned as undeliverable.
Click OK.