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Siebel Call Center User Guide > Campaigns and SmartScripts >

Promoting Campaign Responses to Opportunities

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Occasionally, an agent may record a campaign interaction as a response, rather than a sales opportunity, but the interaction may lead to a sales opportunity at a later time. If this occurs, the campaign response record for the interaction can be promoted to an opportunity record, as described in the following procedure.

To promote a response to an opportunity

Navigate to the Responses screen.
From the Show drop-down list, select My Responses.
In the Responses list, select the response to promote.
Click the More Info view tab.
In the More Info form, click Create Opportunity.

NOTE:  If the person being called is an existing contact, the application automatically associates the contact's account with the opportunity. If the person being called is a prospect, the application automatically promotes the customer to a contact, and then associates the contact with an account.

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