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Promoting Single or Multiple Prospects


You can promote a single prospect or multiple contacts, using the Prospects More Info view or the views in the List Management screen. You can promote multiple prospects using the Promote Many button in some views in the List Management screen. This action promotes any prospects for which Data Quality does not find any matches.

CAUTION:  Promotion is only intended for promoting relatively small numbers of prospects at one time (fewer than 100). If you select more prospects, then the process could take many minutes to complete. To see the promotion result, you must query repeatedly until the process completes.

Prospects that have at least one matching contact are not promoted when you click Promote Many. If you do not enable Data Quality, then selected prospects are promoted to contacts.

When a prospect is promoted, a contact record is created with matching field information. The prospect remains in the list of prospects, but is flagged as being promoted.

Promoting a Single or Multiple Prospects (Prospects More Info View)

The following procedure shows how to promote a single or multiple prospects using the Prospects More Info view.

To promote a single or multiple prospects using the Prospects More Info view

  1. Navigate to the List Management screen, then the Prospects view.
  2. Use one of the following methods to promote prospects:
    • In the Prospects list, select a prospect record, and click Promote.
    • To promote multiple prospects, select the prospect records to promote, and click Promote Many.

Promoting a Single or Multiple Prospects (List Management Views)

The following procedure shows how to promote a single or multiple prospects using the views in the List Management screen.

To promote a single or multiple prospects using the views in the List Management screen

  1. Navigate to the List Management screen, then the Lists view.
  2. Click the list name.
  3. Click the List Contacts and Prospects view tab.
  4. Use one of the following methods to promote prospects:
    • In the Contacts and Prospects list, select a prospect record, and click Promote.
    • To promote multiple prospects, select the prospect records to promote, and click Promote Many.

Promoting a Prospect to an Opportunity (Campaigns Screen Views)

The following procedure shows how to promote a prospect to an opportunity using views in the Campaigns screen.

To promote a prospect to an opportunity using views in the Campaigns screen

  1. In Navigate to the Campaigns screen.
  2. In the Campaigns list, select a campaign.
  3. Click the Overview view tab.
  4. In the Overview list, select a prospect record, and click Create Opportunity.

About Promoting a Prospect's Response to an Opportunity

A prospect that responds to a campaign offer can be promoted by promoting the response to an opportunity in the Responses screen. For more information, see Promoting Responses to Opportunities.

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