How do I Create a Target List?

Updated on January 23, 2018 09:36PM by Admin

Targets app allows you to create targets inside the targets list, where you can mention the target of that particular project.

Steps to Create a Target List

  1. Log in and access Targets App from your universal navigation menu bar.
  2. Click on "Create" button from the left navigation panel. 
    create target list
  3. You can view "Create Target List" popup, in which provide:
    • Name - Name for the Target list
    • Assigned to - Assignee for the Target list
    • Description - Description for the Target list
    • Categories - Select the category 
    • Tags - Select the Tags
      static target list creation
  4. Click on "Create" button to complete.
    target list created
  5. Now, move on to any tab, say Customers, Contacts, Leads or Employees. You can either add or create a new object. 
  6. For Customers, you have a toggle named "Add associated contacts". Enable the toggle to add the associated contacts of the customer to this target list.
    add associated contact
  7. You can see those contacts in the "Associated contacts in this Target List" of the Contacts tab.
    associated contacts
  8. This will also be reflected in the Campaigns App. Create a Campaign and Add a target list. You can view the associated contacts being added.  

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