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Assigning Target Lists to Routes (End User)

On your local database, you can use account lists that are 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 finish 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 about Account Targeting, see Account Targeting.

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

To merge a target list

1. Navigate to the Routes screen, then the Routes List view.
2. Drill down on the Route Name field hyperlink for a route, and click the Target Accounts view tab.
3. Select a record in the Target Accounts list to activate the list.
4. In the toolbar, click the Apply Target List button (located on the extreme left of the toolbar) and apply an account target list.
5. (Optional) Select multiple target lists and click Union (to combine the lists) or Intersection (to intersect the lists).

   If you combine or intersect lists, you can save the new list as a target list.

6. Repeat Step 4 and Step 5 until you optimize your target list.

You are now ready to assign the target list to a route. For information about target lists, see information about global target list management in Siebel Applications Administration Guide.

To assign a target list to a route

1. Navigate to the Routes screen, then the Routes List view.
2. Drill down on the Route Name field hyperlink for a route, and click the Target Accounts view tab.
3. In the Target Accounts list, select the accounts that you want to add to a route.
4. Click Commit.

   The selected accounts are added to a route and appear in the Accounts list.

5. Enter values in the fields for each account that you add.

   The following table describes some fields.

   Field	Comments
   Call Time	Edit this field to reflect the time when you visit the account. For the first account you assign to a route, this field defaults to the value in the Working Hours Start At field in the Calendar view of the User Profile Preferences screen. Subsequent accounts you assign to the route accommodate existing accounts. For example, if a route has one account with a call time of 8:00 AM and a call duration of 30 minutes, the second account you assign to the route defaults to a call time of 8:30 AM.
   Call Duration	Edit this field to reflect the scheduled duration of the account visit. For all accounts you assign to a route, this field defaults to the value in the Appointment Duration field in the Calendar view of the User Profile Preferences screen.
   Offset Day	This field allows you to create routes that span more than one day, and indicates the number of days after the beginning of the route that you visit an account. For example, if you visit an account on the first day of a route, this field is 0. If you visit the account on the second day of a route, this field is 1.
   Last Call	This field identifies the date and time of the most recent visit to this account.