Managing Campaign Responses

Campaign responses record the fact that one of your customers or potential customers responded to one of your company’s marketing campaigns. Unlike Letter or Phone Call activities, campaign response records were not designed to represent an action item for a Microsoft Dynamics CRM user (although your company may be using this feature differently).

 Because of their intended use, campaign responses are designed to be converted to another record type, such as a lead for a new customer, or a quote, order, or opportunity for an existing account or contact. When you convert the campaign response, Microsoft Dynamics CRM automatically closes it. However, you can also close a response without converting it. In either case, open the response and click the Convert Campaign Response button on the toolbar to see the dialog box with all of your choices.

You can read more about capturing campaign responses at 4 ways to put campaign responses to work for you.

Enjoy.