Prospect Categories allow you to flag prospects as members of cohesive searchable groups even when they may otherwise have no like attributes. Once prospects have been flagged, you can use the List Builder to search for ALL prospects that have been assigned to a given prospect category and then use the resulting list as the basis of Campaign Audiences, Lead Alert Rules, etc.
Any prospect may be assigned to multiple prospect categories at a time. Categories can be assigned by way of:
- Manual edits to an individual prospect record.
- Updating multiple prospects at a time using the List Builder.
- Importing a list of prospects into your DemandCenter database.
- Prospect form submissions.
- Prospects added or updated by Event Integration (GoToWebinar).