How do I Customize the Targets App?

Targets App settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application.

Steps to Configure your Targets App

• Log in and access Targets App from your universal navigation menu bar.
• Click on "More" icon and select “Settings" icon located at the app header bar.

A popup will appear with the group of configurations on the left, now we’ll go through each one of their actual values and adjust the actual values on the right:

• General
  • Collaboration
  • Quick Links
  • Reports
  • Tags
• Targets
  • Conversion
  • Triggers
• Email
  • Email Templates
  • SMS Templates
• Customize App
  • App Naming
  • Master Layout
  • List Layout
  • Views
• Security
  • Actions
  • Access Level

Related Links

• Add Distributors in Target List
• Add Customers in Target List