Response Follow-Ups are used to track contacts made between the user assigned to the Response and the participant who is interested in the Opportunity. To create Response Follow-Up records, launch the Response Follow-Up Tool on your mobile device (or desktop, if you're old school), fill out the required fields, and save. The Response Follow-Up record lets you know exactly who followed up and when.

You can also create a Response Follow-Up from either the Response Follow-Ups page or, more commonly, within an open Response by using the Follow-Ups sub-navigation pane.

Response Follow-Up fields

• Response: The Response that the Follow-Up is associated with.
• Follow-Up Date: The date the follow-up contact was made.
• Action: The type of contact that was made.
• Notes: Any additional information about the contact that should be recorded.

Adding a Response Follow-Up

The best practice (that is, quickest and easiest) way to add one or more response follow-ups is to use the Response Follow-Up Tool.

1. Go to Opportunities > Responses.
2. Select the Response(s).
3. Click Tools > Response Follow Up.
4. Select the Follow Up Type.
5. Select the Follow Up Date.
6. Add any notes.
7. Click Save.

You can also add a response follow-up in a Response record:

1. Go to Opportunities > Responses.
2. Open the desired Response.
3. Click the Follow-Ups tab.
4. Select New.
5. Enter the information.
6. Click Save.