Adding Prospect Demographic Information

The Demographic Information tab provides detailed demographic data on a customer.

To enter demographic information:

1. From the toolbar, select Marketing & Communication > Prospect Edits.
The Prospect Edit search screen displays, as shown below.

2. Search for an existing prospect and click Select Marketing Prospect or create a new prospect.
The Prospect Edit screen displays, as shown below.

3. On the Demographic Information tab (shown below), select the Staff Range from the drop-down.

4. Enter the Staff Size.

5. Select the Job Function of the prospect from the drop-down.

6. Select the Revenue Range from the drop-down.

7. Enter information in the Comments section.

8. Click Save.

Screen Element	Description
Staff Range	Drop-down. The number of employees for the prospect.
Staff Size	Text box. The size of the staff in the company demographic.
Job Function	Drop-down. The job function or position of the individual. Values in the drop-down are populated based on the non-fixed codes defined for the CUS "JOB_FUNCTION" system type.
Revenue Range	Drop-down. The range that represents the revenue earned for a company demographic. Values in the drop-down are populated based on the non-fixed codes defined for the CUS "REVENUE_RANGE" system type.
Revenue	Read-only. The amount of revenue for a company demographic.
Comments	Text box. A free-form field used to add additional comments on the prospect’s demographic information.