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How do I add the Predictive buttons to my lead/contact page? | Predictive Response

How do I add the Predictive buttons to my lead/contact page?

The buttons list here provide easy access to information and actions.

buttons

  • Activity: The Activity buttons provides information regarding lead/contact activity in campaigns.
  • Opt In: If a lead/contact has globally opted out from a campaign and then wishes to change their action, click this button to reverse the member status in Salesforce and all Predictive campaigns.
  • Opt Out: If a lead/contact notifies you that they want to globally opt out from your campaigns, this button will update Salesforce and all current and future Predictive campaigns.

Reference Reference: For more information on these buttons, click here.

To add the buttons to your lead and contact page layout(s):

  • Go to Setup
  • Expand Customize
  • Expand Leads (repeat for contacts)
  • Click Page Layouts
  • Click edit for the desired layout(s)
  • In the layout grid, click buttons and more the buttons to the Custom Button section on the page.
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