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Siebel Consumer Goods Guide > Account Targeting > Process of Account TargetingThis topic lists the tasks that administrators and end users typically perform to manage account targeting. Your company might follow a different process according to its business requirements. Administrator ProceduresThe following list shows tasks that administrators typically perform to manage account targeting: End-User ProceduresThe following list shows tasks that end users typically perform to access and use account targeting:
After creating and saving a target list, retail sales representatives can merge (intersect or combine) it with other target lists. Then, retail sales representatives can assign the results to a route in the view that they use to plan their routes or objectives. After assigning the list of accounts to a route, they can add or delete accounts to optimize their target list. |
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