Editing Generated Records

To edit the records generated for a marketing activity:

• Contact the recipients and store their response(s) in the Response (Marketing Act.) 1 - Response (Marketing Act.) 5 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.
• If carrying out a survey is part of executing the activity, call the appropriate person, select Start Survey from the activity’s context menu and complete the questionnaire, see Carrying Out a Survey.
• 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").