Adding Prospects Using the Service

You can add prospects to a campaign from the Campaign List Detail service by manually creating Campaign List Detail records, which link prospects to campaigns. When a prospect is added using this method, the record displays on the Prospect List tab of the Campaign form.

  1. Open a new record from the Campaign List Detail service, which is located in the Campaign Management application.

  2. Enter the name of the campaign in the Campaign field. This field links to the Campaigns service.
  3. Select the prospect type from the Type list. The options are Person or Company.
  4. Enter the Person or Company (depending the prospect Type selected). These fields link to the Persons and Companies services, respectively.
  5. Leave the Campaign Segment field blank when manually creating a Campaign List Detail record. This field is filled in automatically for records created by the Campaign List Builder wizard.
  6. Ensure the Is Generated option is cleared. This option is automatically selected for records created by the Campaign List Builder wizard.
  7. Select a Prospect Status for the prospect. Available options include: Accepted, Cancelled, Invited, No Response, Regretted, and Rejected. Accepted is the default setting.
  8. Enter any comments concerning the prospect on the optional Comments tab.
  9. Save the record.
  10. Repeat the above steps to link additional prospects to campaigns.
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