Bookshelf v7.8: Assigning Target Lists to Routes (End User)

Assigning Target Lists to Routes (End User)

On your local database, you can use account lists created with the Account Targeting feature. After creating and saving a target list, you can optimize the target list by merging (intersecting or combining) it with other target lists. When you have finished merging target lists, you can assign the results to a route. You can also add or delete accounts after assigning the list of accounts to a route.

NOTE: The Account Targeting module is designed for end users, such as retail sales representatives, who have local data access and are not continuously connected to a network. For more information, see Account Targeting.

This task is a step in Process of Creating and Using Routes.

To merge a target list

Navigate to the Routes screen > Routes List view.
Drill down on the Route Name field hyperlink for a selected route, and click the Target Accounts view tab.
Click the Target Accounts list to activate it.
In the toolbar, click the Apply Target List button (located on the extreme left of the toolbar) and apply an account target list.
(Optional) If you select more than one target list, you can combine lists by merging (union) or intersecting them.
If you combine lists you can save the new list as a target list.
Repeat Step 4 and Step 5 until you have optimized your target list.
You are now ready to assign the target list to a route.

To assign a target list to a route

Navigate to the Routes screen > Routes List view.
Drill down on the Route Name field hyperlink for a selected route, and click the Target Accounts view tab.
In the Target Accounts list, select the accounts that you want to add to a route.
Click Commit.
The selected accounts are added to a route and appear in the Accounts list.
Fill in the fields for each account you added.
Some fields are described in Table 26.

Assigning Target Lists to Routes (End User)

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