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Scenario for Creating Target Lists

A retail sales representative is planning his visits for the week. Each day, he visits between 40 and 50 different accounts, often spending only a few minutes at each account. Because he is responsible for such a large number of accounts, he needs to track his visits and the activities he performs during those visits.

He determines that the optimal set of accounts to visit is the union of accounts that did not place an order last week and that were not audited in the last two weeks. He creates two queries. He creates the first query to generate a list of accounts that did not place an order last week and saves this list. He creates a second query to generate a list of accounts that were not audited in the last two weeks and saves this list. He combines the two lists, and a target list of 48 accounts is returned. Because the retail sales representative wants to visit the accounts on the list this week, he assigns the target list to his route for the week.