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   To record interactions:

1. Choose the type of interaction:

Inbound Phone Call

Create an interaction that includes identification of the contact, the account, the sales rep, the time, and the date. If you enter a promotion code, then the interaction record also includes a reference to the marketing program to which the contact is responding.

Outbound Phone Call

Record caller information and link the call to a marketing promotion.

Mailed-In Response

Create an interaction record that allows you to record response cards that are not tied to a script. If you enter a Promotion Code in the Find Account window or the Interaction window, the interaction record also identifies the marketing program the response card is responding to. (If you use the Mail Responses window to record the response, Oracle Sales and Marketing will automatically create an interaction record.)

Visit

Create an interaction record of type 'Visit' that includes identification of the contact, account, sales rep, and date.

2. Choose OK.

   To delete an Interaction:

• Oracle Sales and Marketing lets you purge notes. You cannot delete interactions any other way. To purge notes, contact your system administrator.