Siebel Consumer Sector Guide > Account Targeting > End-User Procedures >

Saving a Target List

When an end user has finished creating and refining a target list, the list can be saved and applied to a route. For information on applying a target list to a route, see Assigning Target Lists to a Route.

To save a target list

  1. Follow one of these procedures to create a target list:
  2. In the toolbar, click the save target list button, located in the row of buttons adjacent to the history button.

    3. NOTE:  Do not use the keyboard shortcut CTRL+S, the Edit > Query > Save command (from the menu bar), or the Save Query As dialog box to save the query unless the end user wants to make a particularly complex query public or it is a query that will be run frequently. For more information, see Making a Predefined Query Public

    The Targeting dialog box appears with a blank Target Name field.

  3. In the Target Name field, enter a unique name for the target list.

    4. NOTE:  If the end user enters a name already in use, the previously saved target list will be overwritten without warning.

  4. Click Save.

    5. The target list is saved. It can be applied to a route, an objective, or a promotion. For information about applying a target list to an objective, see Objectives and for information about applying a target list to a promotion, see Trade Promotions.

    NOTE:  The saved target list includes only those records that matched the query criteria when the query was generated. End users should re-create their target lists periodically, since data may have been modified or new accounts may have been added since they created the target list.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003