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Promoting Campaign Prospects to Contacts

A prospect record can be promoted to a contact record as soon as the person represented by the record has expressed an interest in being in contact with your organization. For example, if you call a prospect whose name was obtained through renting a list of prospects, and if that person asks you to send further information about your products or services, your organization then has the right to treat that person as a contact, about whom information can be kept on file, instead of a prospect, who must be deleted from organizational records after a set time period.

If you create an opportunity as a result of a campaign call with a prospect, the prospect record is automatically promoted to a contact record, and that prospect is removed from the prospect list. For more information about the effects of promoting a prospect by creating a sales opportunity record, see Promotion of Prospects to Contacts.

If a prospect does not yet represent an opportunity, but has expressed interest in doing business with your organization, you can promote the Prospect record to a Contact record manually, as described in the following procedure.

To promote a campaign prospect to a contact

  1. Navigate to the Overview view of the Campaigns screen, and select the appropriate campaign prospect record, as described in To make an outbound campaign call or To answer an inbound campaign call.
  2. Use the call guide or a SmartScript to verify that the current prospect qualifies to be promoted to a contact, but does not currently represent a sales opportunity.
  3. In the Overview list, click Promote.

    4. Information disappears from the Prospect Last Name field and reappears in the Contact Last Name field.

  4. If you have not already done so, complete the call using the method described in one of the following procedures:
  5. Click the thread bar to return to the Campaign Overview view and proceed to your next call.

 Siebel Call Center User Guide 
 Published: 18 April 2003