Lenoxsofts licensing software is based on annual contract renewals. The marketing department is struggling to send reminders to customers, and the sales department has no insight into what reminders marketing is sending. Lenoxsoft uses the custom field "Contract" which contains the value "Renewed" for prospects who have already renewed or is blank is they have yet to renew. Lenoxsoft wishes to set up an Engagement program that does the following: – Automatically adds/removes Prospects to the Renewal Engagement program based on their renewal status – Sends a series of reminders to Prospects who have NOT yet renewed – Gives sales continuous insight into prospect engagement with the program.
Based on the requirements outlined, which of the following is the best process for Lenoxsoft to set up?
A . Build an automation rule with the criteria of :: Prospect Custom Field:: contract:: is:: blank. Add an action of "Add to List" and an action of "Notify assigned user."
B . Build a dynamic list with the criteria of:: Prospect Custom Field :: Contract:: is:: blank. Associate the list to the Renewal Engagement program and add an action of "Notify assigned user" at intervals.
C . Build a segmentation rule with the criteria of :: Prospect Custom Field :: Contract:: is :: Renewed and an action of "Add to list" and an action of "Notify assigned user."
D . Build a segmentation rule with the criteria of :: Prospect Custom Field :: Contract:: is :: Renewed and an action of "Add to list" and an action of "Notify assigned user."
Answer: B
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