How do I Access Targets App to Add Leads?

Updated on November 3, 2016 08:10AM by Admin

You can add leads to target list in two ways: either access Targets App or access Leads App.

Steps to Access Targets App to Add Leads

  1. Log in and access Targets App from your universal navigation menu bar.  
  2. Click on “Show All” from the left navigation panel. 
    Show All 
  3. You can view the target list as shown in the image below: 
    Show All targets
  4. . Click on “More Details" icon and you can view the overview page.
    More details 
  5. Click on “Leads” tab to "Add" or "Create" leads. 
    Leads tab
  6. Search and select leads and click on “Add” button to save successfully.
  7. You can view the added leads as shown in the image below:
    View Add Leads
  8. Click on "Create" button to create leads.