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About Global Target List Management

Global Target List Management Is For SIA Only

The Global Target List Management only applies to Siebel Industry Applications (SIA) such as Siebel Life Sciences and Siebel Financial Services. Global Target List Management does not apply to non-SIA applications such as Siebel Sales or Siebel Call Center.

What Is Global Target List Management?

Global Target List Management is used to create reusable lists of party entities (accounts, contacts, employees, positions, and prospects) from many different views in the application. These lists can be applied in various views and can be used to create activities.

Target lists differ from PDQs (saved queries) in that target lists are static; the saved list contains a specific set of records. Whereas, the records returned by a PDQ can vary over time as edits are made to the database.

Global Target List Management builds on the general List Management features that are available for both SIA and the non-SIA applications.

Things you can do with Global Target List Management that you cannot do with general List Management are:

• Create lists in many views (not just in the List Management view)
• Apply lists in many views
• Create lists of accounts and positions
• Generate activities for records in a list

What Kind of Lists Can Be Created?

In the preconfigured application, you can create and apply target lists for contacts, accounts, positions, and employees.

However, the application can be configured for lists of prospects.

Where to Find More Information