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Business Scenario for Prospects

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An organization's administrator has imported a list of prospective customers who will be telephoned during the company's Special Holiday Offer marketing campaign. As part of setting up the campaign, the administrator assigns a specified portion of the list of prospects to each of the 20 call center agents. The calls must be made before the end of the month.

A call center agent receives a list of prospects, and begins calling them. For each call the agent notes whether or not the prospect is reached. For each prospect the agent reaches, the agent gathers information about that person's level of interest in the organization's products and services, particularly the items included in the Special Spring Offer.

Depending on the prospect's level of interest, the agent takes any of the following actions:

Records that the prospect is not interested and proceed to the next call.
Promotes the record from the Prospect screen to the Contact screen.
Schedules one or more follow-up activities related to the prospect's interest in the company's goods and services, such as sending correspondence or making an additional call as soon as requested information is available.
Creates an opportunity record to reflect a situation which may produce revenue. Creating an opportunity record from the Prospect screen automatically promotes the currently selected prospect to become a contact.

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