1. Applications Administration Guide
  2. Creating a Prospect List from D&B Data

Creating a Prospect List from D&B Data

You can use D&B data to generate sales leads. One way to use sales leads is to create a prospect list for your telesales or sales team to contact.

To create a prospect list

  1. Navigate to the D&B screen, then the D&B Account List view.

  2. Select the company or companies that you want to include in your list, and then click Create D&B List.

    The contacts associated with the company or companies are added to a prospect list.

  3. To view the prospect list, navigate to the D&B Lists view.

  4. In the D&B Lists list, select the list and drill down on the List Name field to view accounts on the list.