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Creating and Applying Target Lists

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 application. A target list typically consists of contacts or accounts and can be applied to various views and dialog boxes that contain lists of contacts or accounts.

For general information about creating and applying target lists, see Siebel Applications Administration Guide.

This topic describes how to create target lists using the account and professional targeting list views, which are unique to the Siebel Life Sciences application. These views present data such as best times to call, and prescriber habits that sales representatives typically want to query when creating their contact and account target lists.

This task is a step in Process of Planning Calls.

To create a target list from the List Management screen

1. Navigate to one of the following views:

   View	Navigate to the List Management screen then	To create lists of	Based on
   Contact Profile	In the link bar, click Professional Targeting List.	Contacts	Rx consumption
   Contact Attributes	In the link bar, click Professional Targeting List. In the visibility filter, select Account Attributes.	Contacts	Best times to call, ranking and rating
   Account Profile	In the link bar, click Account Targeting List.	Accounts	Profile data such as number of physicians, call frequency, and market share
   Account Attributes	In the link bar, click Account Targeting List. In the visibility filter, select Account Attributes.	Accounts	Best times to call and sales data

2. Run a query in the view.
3. Review the query results in the list.
4. When the list of contacts or accounts contains the records you want to save as a target list, click the Save Target List button.

NOTE:  The saved target list includes only those records that matched the query criteria when the query was generated. You should re-create your target lists periodically because data might have been modified or new contacts or accounts might have been added since you created the target list. For example, you must re-create your target lists after a territory realignment.