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 record

• 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 response

• Click the Add Response button and follow the steps for adding response information.

Edit a response

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