Lock and unlock a target

Once targets have been flagged by the users, you may wish to lock the target to prevent further changes.

Once locked the number of target customers, locations or accounts in the system cannot change as the target values appear greyed-out to the users.

The feature is useful when you need to measure contacts against target customers or locations over time, e.g. a KPI period.

In the target administration screen, click the small padlock indicator next to the target you wish to lock.

Target lock

The image will change to a locked padlock.

Click the padlock indicator again to unlock the target.