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 flag targets, open the customer 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 X button next to the target name
A warning message will appear. Click the OK button to confirm.
Click the Save & Exit button on the blue ribbon to save the change and close the record.
Locked targets
A locked target is indicated by a padlock icon next to the target name. This is a target set by your organisation that cannot be edited by users.
See who’s been seen and who’s due a visit
With the customer list in Extended view, your target customers are colour coded:
- Green: Seen within the last month
- Blue: Seen within the last two months
- Red: Not seen for at least two months
Use your customer target list for call planning
Filter your extended customer list on the target column and under the Actions tab click the Add all Items to CTA List action – the CTA list will now be accessible from your diary.