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Siebel Marketing User Guide > Managing Lists > Promotion of Prospects to Contacts > Promoting Single or Multiple ProspectsYou 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
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
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
About Promoting a Prospect's Response to an OpportunityA 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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