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Siebel Marketing Guide > Campaign Plans and Campaigns > Using Response Management >
Promoting a Response to an Opportunity
If the customer is interested in the product offered by the campaign, you can promote the response to an opportunity. If the customer is an existing contact, the account is automatically associated with the opportunity. If the customer is a prospect, the customer is automatically promoted to a contact, and then associated with an account.
To promote a response to an opportunity
- From the application-level menu, choose View > Site Map > Responses > All Responses.
- In the Responses list, select the response to promote.
- In the More Info form, click Create Opportunity.
The Opportunity form appears, with the response information in the form, and the contact information in the Campaign Leads Contacts list.
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Siebel Marketing Guide Published: 23 June 2003 |