Create a new Target for any strategic team initiative.
- Select Targets in the Navigation Menu
- Add New
- Enter a Name, Description, and any additional details
- ‘Active’ status will show in Target list
- ‘Complete’ status will be hidden from Target list
- Click ‘OK’
- This creates and saves the Target.
- 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.
Creating a new Target