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How do I update the status of one or more prospects in the database?

Note - The CAN-SPAM Act covers all commercial email messages. Changing the status of someone who has opted out of your organization’s emails without their consent is a violation of your eTrigue agreement and the CAN-SPAM Act. Each separate email in violation of the CAN-SPAM Act is subject to penalties of up to $16,000.



To update the status of one or more prospects:

  1. Go to Prospects > Prospect Search.

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

  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 update the status for:

    • 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 update, hover your mouse over the more  button and select Update Prospect Status from the drop-down menu.



  7. In the Update Status dialog box that appears, use the drop-down menu to select the Status that you would like to assign to the selected prospect(s).

  8. Click OK to apply the new status to your selected prospect(s).