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Promoting Campaign Responses to Opportunities
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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Siebel Call Center User Guide Published: 18 April 2003 |