Editing Generated Records
To edit the records generated for a marketing activity:
- Contact the recipients and store their response(s) in the Response 1 (Marketing Act.) - Response 5 (Marketing Act.) fields in the activity or mailing. If a follow-up marketing activity is defined for the response, the customer/prospect is immediately assigned to the follow-up marketing activity's target group. The result defined for the response in the Result field in the response is transferred to the activity or mailing.
- Enter the time and/or duration in the activity record.
- Set the status of the activity to "Completed" and enter the appropriate result (e.g. "Successful").