Capture campaign responses manually

Customers and prospects may respond on-by-one using:

  • Phone
  • email
  • mail

These will have to be manually updated in Salesforce.

Track responses from the Lead/Contact record

You can track responses from a lead record. Scroll down to the bottom and the record indicates all of the campaigns that a lead or contact is part of.

Track responses from the Lead/Contact record

Indicate the status and click Save

Indicate the status and click Save

Update the record from Campaigns - Select the campaign

Update the record from Campaigns - Select the campaign
Select Edit Members - Search

Select the records you want to update

Select the records you want to update

Choose the update status

Choose the update status

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