Reviewing Automatic Actions for a Processed Script
After a call or mail script is processed, you can review the actions that will be automatically generated based on selected answers. Possible automatic actions are:
- Create a product interest
- Enroll a contact in an event
1. From either the Mail Responses or Use a Call Script window, choose the Actions button to open the Answer Actions window.
An action type is listed next to each answer. If the action type is:
Send Collateral: The Description field displays the selected collateral item name.
Enroll for Event: The Description field displays the event name.
Product Interest: The Interest Type field displays the product interest that will be entered for the contact.
Create Lead: The Lead region displays the Lead Name, Rank, and Sales Stage fields.
2. Choose OK to return to the Use a Call Script window.
To review actions associated with answers to each question: