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Scenario 2: Users Create Target Lists
This scenario describes how end users use targeting to create lists of contacts and accounts. Your company may follow a different process according to its business requirements. A sales representative for a pharmaceutical company has just been assigned a new territory. As a first step in becoming more familiar with her territory, she queries her contacts and accounts and creates target lists of the following information:
- Contacts located within specific postal codes, bricks, or cities with NRx (new Rx) in Product A greater than 100 over the last two months
- The highest-potential contacts in a given postal code or city with a Best Time To Call setting that includes noon to 1:00 p.m. on Tuesdays (useful if a lunch appointment cancels)
- Accounts with sales in Product B greater than $60,000 over the last half-year that are available for calls on Monday afternoons, located within a specific range of postal codes, and last seen over five weeks ago
- Accounts or contacts with high ratings in a product's therapeutic class but low ratings in a specific product
Once she has saved these target lists, she can apply them to other views within the application. The process for this scenario comprises two steps:
- Create and save a target list. For more information, see To create a target list from the List Management screen.
- Apply target lists to other views. For more information, see the Applications Administration Guide.
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