Creating follow-up activities (Note, Call, Task, Opportunity, Case)

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Participants List

The Participants list in Target allows you to create activities en masse and review activity status.

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When an account is first added to Participants list it will display as Pending, because it does not yet have any associated actions.

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Create Actions

  1. Select one or multiple Participants on the [Participants] tab
  2. Click Create Action

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  1. Choose which action you’d like to create in the upper left of pop up
    1. E.g. Note, Call, Task, Opportunity, Case
  2. You can assign these actions to specific users. [User]
    OR
    You can assign these actions to those assigned to the selected accounts. [RM]

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When using the [RM] field, no action will be created if no user is assigned by the Record Manager type selected.

Creating follow-up activities (Note, Call, Task, Opportunity, Case)

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