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Scenario 1: Users Create Target Lists

This scenario describes how end users use targeting to create lists of contacts and accounts. Your company might 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:

1. Create and save a target list. For more information, see To create a target list from the List Management screen.
2. Apply target lists to other views. For more information, see Siebel Applications Administration Guide.