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.
- Open a new record from the Campaign List Detail service, which is located in the Campaign Management application.
- Enter the name of the campaign in the Campaign field. This field links to the Campaigns service.
- Select the prospect type from the Type list. The options are Person or Company.
- Enter the Person or Company (depending the prospect Type selected). These fields link to the Persons and Companies services, respectively.
- 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.
- Ensure the Is Generated option is cleared. This option is automatically selected for records created by the Campaign List Builder wizard.
- Select a Prospect Status for the prospect. Available options include: Accepted, Cancelled, Invited, No Response, Regretted, and Rejected. Accepted is the default setting.
- Enter any comments concerning the prospect on the optional Comments tab.
- Save the record.
- Repeat the above steps to link additional prospects to campaigns.
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