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Associating a Campaign Response with its Opportunity RRS feed

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    Hi all

    I have a really simple question regarding campaign responses and opportunties

    When you have a campaign response, you can convert it to an opportunity using the Convert To feature on the campaign screen. This works fine, but as far as I can tell, after the action is done there is no way to tell which opportunity relates to which campaign response. There is a field on the Opportunity called Campaign - which gets filled in automagically, but for reasons unknown there is no similar field for the actual campaign response.

    Have I just missed something blindingly obvious?

    If I haven't, what would be the best way to have the Campaign Response brought over to the Opportunity when the user presses the convert button? Is it the sort of thing that can just be done via relationships/mapping, or does it have to be programmed via a plugin? An alternative would be to have the campaign response have a field that points to the opportunity. It doesn't really matter

    Thanks all!

    S

    Friday, June 1, 2012 4:20 PM

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    Hi S,

    Normally when you convert a campaign response into an opportunity, it is for a account/contact. You can then find which campaign response it is from, by looking at the potential customer->Activities and find the matching campaign response for campaign.

    If your campaign response is for a lead - you should use qualify lead which will also create an account/contact along side the opportunity - the campaign response is then listed in the activities for the new account/contact.

    So the key is that it is the potential customer that should provide you with the join.

    I guess ideally you might have a relationship from an opportunity to the source campaign response - but this would have to be done through some plugin code.

    Scott

    Scott Durow
    Read my blog: www.develop1.net/public
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    Friday, June 1, 2012 5:20 PM
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