End-User Procedures

The following list shows tasks that end users typically perform to access and use account targeting:

1. Creating Target Lists (End User)

2. Saving Target Lists (End User)

3. Assigning Target Lists to Routes (End User).

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.