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.