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Creating Accounts Contacts Targeting Product Data

For each Targeting Period, a series of Targeting Product data records for each Account, Contact, and Sales Representative Positions needs to be created in order to generate the Targeting lists used by the end users. A Targeting Product is any Product being targeted to an Account Contact by a Sales Representative which needs to be tracked in terms of Targeting attributes (for example, Call Frequency targets) as part of the Sales Force's Targeting process. There are four Targeting Product attribute fields defined in the application which can be used to store and manage the Targeting Attribute values associated to a Target Product for a specific Account-Contact-Position (Sales Representative) relationship. By default, only the two numeric Targeting Attribute fields are enabled and are displayed in the Accounts Contacts list screens.

The steps below explain how to manually enter the Targeting Product records in the Accounts Contacts Administration screens. The values for each of the Account-Contact-Position Targeting Attributes fields can be loaded through the Accounts Contacts EIM tables.

To create targeting product data for account-contact-position relationship

1. Navigate to the Accounts Contacts screen, then the Administration view.
2. Select a period record from the list and drill down on the Period column.
3. In the Product Data applet, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Full Name	Select a name from the Pick Contact dialog box, and click OK.
   Sales Representative	Select a position from the Pick Position dialog box, and click OK.
   Product	Select a product from the Pick Product dialog box, and click OK.
   Numeric Attribute 1	Use the calculator to enter the first numeric attribute. For example, enter the numeric value for number of Sales Calls.
   Numeric Attribute 2	Use the calculator to enter the second numeric attribute. For example, enter the numeric value for number of Product Details.
   Text Attribute 1	Enter a text value to use as a product attribute.
   Data Time Attributes 1	Enter a date value to use as a product attribute.