Target – Add participants from any search

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Any information you are collecting can now be used to generate new Target lists or or add to existing ones.

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 or create a new Target by selecting the “new” button.

 

GridAction-Target

Target – Add participants from any search

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