Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Response CodeSelect an option from the list that reflects the type of response provided by the customer.CustomerIf an existing customer provided the response, then you can link that customer record to theresponse. To locate and specify a customer, select a record from a filtered list in the FormAssistant pane, or click Lookup to search for other records. If the customer record doesnot exist, you can click New to create a new customer record.Outsource VendorYou can specify an account or contact as the vendor who provided the response information.To locate and specify an outsource vendor, select a record from a filtered list in the FormAssistant pane, or click Lookup to search for other records or to add a new record.Originating ActivityYou can link the campaign response to an activity, such as a phone call that you or someoneelse in your organization recorded. To locate and specify an activity, select a record from afiltered list in the Form Assistant pane, or click Lookup to search for other records.SubjectType in the subject of the campaign response.OwnerThis box is filled automatically with the name of the user who is creating the record. You canclick the Lookup buttonto search for other records.5. Click Save or Save and Close.TipYou can also create a campaign response from the Activities area. To do this, in the Navigation Pane, click Workplace,and then under My Work, click Activities. On the Actions toolbar, click New and then in the New Activity dialogbox, click Campaign Response. If you create a response from this area, you must specify a value for the ParentCampaign.Default marketing reportsThe following marketing reports are available:This topic shows you how to use the different reports. You also can find more information when you generate a report,click Help, and then click Help on This Page.Campaign Activity Status ReportUse this report to track a campaign. The report displays a summary for one campaign, including planned andactual time parameters, parent campaign details, and definition status.Campaign Comparison ReportUse this report to identify your most and least successful campaigns. The report compares two campaigns basedon parameters such as cost effectiveness and number of responses.Campaign Performance ReportUse this report to track the progress and status of your campaigns. The report provides a detailed view, includingall the dates, targets, definitions, responses, and financial returns from each campaign.If the default reports don't provide the information you need, try creating an Advanced Find search, and exporting theresults to Microsoft Office Excel.Microsoft Dynamics CRM 4.0 User’s Guide 325