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Promotion Map Modifications

List Management provides a default path for information to move from the prospect record to the contact record during promotion. Prebuilt maps specify where in the contact record prospect fields are copied when a prospect is promoted. List Management provides three prebuilt maps for moving prospect information during promotion. Table 30 contains prospect information.

Using Siebel Tools, you can redirect any of these prospect fields to a field associated with another business component. For example, you might decide that you do not want to use the Alias field for the prospect and would like it to hold some other information such as a Back Office Account ID. You might also want to promote that ID to populate a specific field on the contact record, possibly an extension column added to your implementation. To view or change the promotion map, in Siebel Tools, navigate to the Business Components screen, List Mgmt Prospective Contact, and then Business Component User Properties.

You can display the destination business component by looking under Business Component User Properties for the List Mgmt Prospective Contact and searching for the Map Name in the Name column. The path for the map is displayed as Destination Business Component: Source Business Component. For example, Contact: List Mgmt Prospective Contact.

In this case, all three default maps use the List Mgmt Prospective Contact business component as the source.

To modify the promotion map, you can change a user property in the map to promote the information to a different field in the Destination Business Component for the map.

Alternatively, if you want to promote user properties to a destination business component other than the three default maps, then you could create a new map for those user properties.