1.On the Campaign Manager form, select the desired Campaign.  

2.Select the 4. Responses tab.

3.Select .

4.The following window will display:

Add Response form

5. Response - In this area, you will need to determine the following:

•Response By – This field is for the customer who responded.

•Response Date - Populated by default with current date.

•Response Method – Response methods are defined in File > Global Settings > CRM Lists > Campaigns > Response Methods.

•Campaign - If the customer belongs to a campaign, the Campaign name is displayed in this field.

•Cover Letter – This field will be automatically populated if the Campaign Literature tab contains a Cover Letter.

•Last Binder Sent On

6. Carrier and Shipping Address - This section will auto-populate whenever a customer is chosen in the Response By field, as long as the chosen customer has an address on file.

•The default Carrier, Service Type, and Shipping Lab will also be populated based on the customer's settings.

•You can also . This will give you the option to pick from different addresses on file.

7. Literature - This field automatically pulls from the Campaign Literature tab on the primary campaign manager form. Whatever Campaign Literature is added there will automatically populate here. You can also add Boxes, Binders, and more literature if desired.

8. Add Call - You can also create a call while adding a response. This helps improve workflow efficiency by giving you the ability to assign users/departments and add notes for a potential follow up. The fields displayed are:

•Call Type

•Description

•User

•Department

•Call Notes

9. Fulfillment Notes - These notes will be displayed on the fulfillment sheet.

10. Click when done.

1.On the Campaign Manager form, select the desired Campaign.  

2.Select the 4. Responses tab.

3.Click on the record you wish to update.

4.Click on .

5.The Edit Response form displays.

6.Make necessary changes.

7.Click when done.

1.On the Campaign Manager form, select the desired Campaign.  

2.Select the 4. Responses tab.

3.Click on the record you wish to remove.

4.Click on .

5.Click Yes when asked for confirmation.