What Is Global Target List Management?

Global Target List Management is used to create reusable lists of party entities (accounts, contacts, employees, positions, and prospects) from many different views in the Siebel application. These lists can be applied in various views and can be used to create activities.

Target lists differ from PDQs (saved queries) in that target lists are static; the saved list contains a specific set of records. The records returned by a PDQ can vary over time as edits are made to the Siebel database.

Global Target List Management builds on the general List Management features that are available for both Siebel Industry Applications and non-Siebel Industry Applications.

Tasks you can perform with Global Target List Management that you cannot perform with general List Management are:

  • Create lists in many views (not just in the List Management view).

  • Apply lists in many views.

  • Create lists of accounts and positions.

  • Generate activities for records in a list.