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How do I push multiple prospects from DemandCenter to my CRM?

  1. Go to Prospects > Prospect Search > Known Prospects.

  2. Use the List Builder to search for the prospect(s) you would like to push to your CRM.

  3. Your results will display in the Results pane.



  4. Click View Prospects at the bottom of the Results pane, and you will be taken to a listing of the prospect(s) that comprise your search result.

  5. On the Prospect Results page, select one or more prospects that you would like to export:

    • Single-click to select a single prospect.
    • Hold the CTRL key and click to select multiple prospects.
    • Hold the SHIFT key and click to select multiple prospects at a time.
    • Check the column checkbox right to select all prospects.
  6. After selecting the prospect(s) to push, hover your mouse over the more button   and select Push to CRM from the drop-down menu that appears.



  7. In the Push To CRM dialog box that pops up, click Push to CRM to confirm the push. Your selected prospect(s) will be pushed to your CRM during the next update interval.