It may be necessary to reselect target customers, locations or accounts periodically, e.g. to meet KPI requirements. Where the target name and values remain the same, it’s possible just to clear the target flag from the records so that you begin again with a blank list.
The target and value actions are very similar, and both can be cleared in the same way.
Click to select the target or value indicator that you wish to edit.
The target or value indicator will switch from blue to yellow and the relevant actions will become available.
On the Actions tab, click Clear Target or Clear Value.
At the warning message click OK to confirm.
The target flag will be removed from all the records it applies to.
Important: The Clear Target action will remove the numbers from all the values