Create a group of customers, locations or accounts that share similar needs that your company hopes to serve, i.e. customers most likely to prescribe your product, accounts where you wish to win formulary status, etc.
Flag target records
To add customers or locations as targets, use the quick search on the header bar to find the person or place, open the record
Scroll to the bottom of the General page and click the radio button next to the target name.
Click the Save & Exit button on the grey ribbon to confirm
Remove target flag
Click the red X button next to the target name
Click the Save & Exit button on the grey ribbon to confirm
Check your target list
At the end of the process check in Data Explorer that you have the correct amount of targets
Click the total number if you want to view list.
Use your customer target list for call planning
With your complete target list open in Data Explorer, click the Add all Items to CTA List action – the CTA list will now be accessible from your diary.
See who’s been seen and who’s due a visit
From any customer or location list click the down arrow on the list header and switch to the Extended view. This adds more columns to the list displaying target, last contact information and any third-party IDs.
Your target customers will be colour coded:
- Pink: Seen within the last month
- Blue: Seen within the last two months
- Red: Not seen for at least two months