You can change the status of a contact when another field
marketer is not viewing the contacts, or until the List review target
end date passed.
About this task
If another user is viewing the contacts, or if the review
target date passed, you cannot change a contact's status, and the
status radio buttons are disabled.
Procedure
- Open the List.
- Open the Contacts to Review page by
clicking a number in the Counts column of the List Review table.
The Contacts to Review page opens,
listing the contacts of the type you selected. For example, if you
clicked the number before Accepted, all contacts
currently accepted in the List are included in the review page.
- To change the status of individual contacts, click the radio button
for a different column in that contact's row.
For example,
if the Accept radio button is selected for
a contact, you can change the contact's status to Decline or Review
by selecting the respective radio buttons.
- To change the status of all listed contacts, click one
of the buttons at the bottom of the page.
For example,
if you opened the list of Accepted contacts, to change them all to
Declined, click
Decline All Records.
Important: When you click one of these buttons, the screen refreshes
immediately, and no contacts are listed, because no contacts now meet
the criteria you selected when you opened the page. For example,
if you chose to decline all accepted contacts, there are no more accepted
contacts in the List, so none are displayed in the current window.
The buttons displayed depend on the status of the contacts
you opened.
The changes that you make to
all contacts are saved immediately, you cannot cancel the change.
- To save you changes and continue working, click Save
Selections.
- To close the window, click Close.
A message warns you that if you continue, any changes
since the last time you clicked Save Selections are lost.
- To save any other changes, click Cancel,
then click Save Selections, then click Close again.
- To close without saving additional changes, click OK.
Results
The status of contacts in the list is updated.
