Creating a new Target

customertrax 1. Handle CRM 1.0, x. Uncategorized

Create a new Target for any strategic team initiative.

  1. Select Targets in the Navigation Menu
  2. Add New
  3. Enter a Name, Description, and any additional details
    1. ‘Active’ status will show in Target list
    2. ‘Complete’ status will be hidden from Target list
  4. Click ‘OK’
    1. This creates and saves the Target.
    2. You are now ready to search for accounts, add participants, create actions, and review progress.

Create new Target from any list

From any list (Account, Opportunity, Activity, etc), create a new Target, or send selected items to an existing Target Participants list.

customertraxCreating a new Target