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Siebel Life Sciences Guide > Planning Calls > Business Scenarios for Planning Calls >

Users Create Target Lists

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This scenario describes how end users use targeting to create lists of contacts and accounts. Targeting is an extension of querying. In targeting, end users save the results of queries in a target list and then apply those saved lists to other views within the system. For more information, see Targeting.

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 Siebel Life Sciences and creates target lists of the following information:

Contacts located within specific zip 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 zip 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 zip 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 workflow for this business scenario comprises two steps:

Create and save a target list. For more information, see To create a target list.
Apply target lists to other views. For more information, see To apply one or more target lists.

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