Siebel Marketing User Guide > List Management > Viewing and Maintaining Lists >

Removing Prospects from Lists


A prospect cannot be removed from a list using the List Contacts and Prospects view, because the prospect may appear on more than one list. You have more control over individual prospect lists when you remove the association between the prospect record and its list. If you remove all list associations for a prospect, the prospect record is deleted.

To remove a Prospect from a list

  1. Navigate to the List Management screen > Lists view.
  2. Drill down on the list name.
  3. Click the List Contacts and Prospects view tab.
  4. In the List Contacts and Prospects list, select the record you wish to remove, and drill down on the first or last name of the prospect.
  5. Click the Prospect Lists tab.
  6. In the Prospect Lists list, select and delete the list or lists from which you wish to remove the prospect.

    If you select and delete all of the lists, the prospect record is also deleted.

You can also purge all prospects from a list in a single step.

To purge all prospects from a list

  1. Navigate to the List Management screen > Lists view.
  2. In the Lists list, select the list record.
  3. In the lower form, click Purge List.
  4. When the confirmation dialog appears, click OK and then click OK again to submit the request.

    This action will remove all prospects where the Promoted By and Promoted Date are NULL (indicating they have never been promoted).

  5. To confirm the prospects were deleted, drill on the name of the list in the upper list applet, and go to the List Contacts and Prospects view tab.
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