Export to Target

customertrax 1. Handle CRM 1.0, Target Marketing

You can perform a search on any information you are collecting or entering, any of those searches can be added to Target.

For example, you may want to generate a list of customers and prospects that have expressed interest in a certain product and reach out to them. Searching opportunities or a keyword search against sales calls would allow you to create the list and add those customers to a Target.

  • You can add to an existing Target by selecting the name
  • You can create a new Target by selecting the “New” button.

customertraxExport to Target