When you receive a positive response from a target marketing
list member, you will probably want to pursue the customer or prospect
further. Microsoft Dynamics CRM lets you close the campaign response
and convert it into one of several different record types. The
following table describes the types of record conversion you can
choose.
In this exercise, you will convert a campaign response into a new lead.
Note
SET UP Use the Internet
Explorer web browser to navigate to your Microsoft Dynamics CRM
website, if necessary, before beginning this exercise. You need the
New Product Advertising campaign. If you cannot
locate the New Product Advertising campaign in your system, select a
different campaign for this exercise.
-
In the Marketing area, click
Campaigns.
-
Open the New Product
Advertising campaign.
-
In the entity navigation pane, click Campaign Responses.
A list of all responses associated with the campaign
appears.
-
Open any open Campaign
Response record.
-
On the form ribbon, click the Convert Campaign Response button.
The Close And Convert The Response dialog box
appears.
-
Leave the Create New lead
option selected, and click OK.
This action closes the campaign response and opens a new Lead form with the Topic populated from the
campaign response.
You have successfully converted the campaign response to a lead
record. From here, you can follow your normal sales processes to
further pursue the record. If the lead record already existed when you
chose to convert the lead, you would have been presented with the
standard lead conversion dialog box. If you chose to create a new
record for a customer, the specified record would be created with
information populated from the campaign response (as when you
converted the lead). Alternatively, you could select to close the
response with a status of Completed or Canceled, without creating new
records.
