Applications Administration Guide > Global Target List Management >

Creating Target Lists by Querying (End User)

The most usual way to create a target list is by querying and then saving to a target list some or all of the party records returned by the query.

The records you save can be...
For example...

Those records returned by the query

If you query contacts, you can save those contact records to a target list

The records associated with those records returned by the query

If you query opportunities, you can save the positions on the opportunities' sales teams to a target list (You cannot save the opportunity records to a target list.)

This task is a step in Process of Global Target List Management.

To create a target list by querying

  1. Navigate to a screen where target lists are enabled.
  2. Perform a query.
  3. On the toolbar, click the Save Target List button.
  4. Complete the fields in the Save to List dialog box.

    Some fields are described in the following table.


    Based On

    You can save the records themselves, for example contacts or accounts. Or, you can save the contacts or positions (team) associated with the records. If multiple contacts or positions can be associated with the records, you can choose to save all or only the primary.

    The choices available depend on the view.


    If this check box is selected, only you can view and apply this list.

    If this check box is cleared, all users can view and apply this list.

Applications Administration Guide