Creating a new Target

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Create a new Target for any strategic team initiative.

  1. Select Targets in the Navigation Menu
  2. Add New

Target-Create

  1. 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
  2. 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.

Target-MainDetails

 

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.

GridAction-Target

Creating a new Target

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