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List Management

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The List Management module is available to users with a license for Siebel Marketing or Siebel Campaigns.

NOTE:  The Siebel Campaigns module can be added to any base application, including Siebel Sales, Siebel Call Center, Siebel PRM.

List Management allows you to create and manage lists of contacts and prospects within Siebel applications for use in marketing campaigns. A list in Siebel Marketing is a grouping of contact or prospect records in the Siebel database.

Contacts are customers already in the Siebel database. Prospects are potential customers that have yet to be screened, qualified, and promoted to contacts. By using this distinction, List Management allows you to eliminate prospects that do not qualify for promotion to contacts.

For example, you rent a magazine subscriber list containing 1,000 names and addresses. You want to contact these people, but because the list is rented, you may not add the records into your Siebel database as contacts unless they become customers generating revenue. You must be able to remove the names from your database when you return the list. Siebel List Management allows you to identify these names and addresses as prospects until they can be promoted to contacts. For information about promoting prospects to contacts, see Siebel Call Center User Guide.

To create, manage and maintain lists, perform the following tasks:

Importing and Managing External Lists. List Management allows you to import any external file of customer names and their associated contact and profile information.
Creating and Managing Internal Lists. You can use List Management to create and maintain lists created from records that already exist in your Siebel database.
Promoting Prospects.
Viewing and Maintaining Lists.
Integrating List Management with D&B. For customers who have licensed Siebel Dun & Bradstreet Integration Solution for Siebel Sales or another Siebel application, List Management allows you to use lists of prospects generated from the D&B source data in marketing campaigns.

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