Saving Target Lists (End User)

When an end user finishes creating and refining a target list, the user can save and apply the list to a route. For information about applying a target list to a route, see Assigning Target Lists to Routes (End User). You can also apply a target list to an objective or a corporate promotion. For information about applying a target list to an objective, see Objectives and for information about applying a target list to a corporate promotion, see About Trade Promotions.

Before performing the following procedure, you must create a target list.

Note: The saved target list includes only those records that match the query criteria when the query was created. It is recommended that you re-create your target lists periodically because other users might modify data or add new accounts after you create the target lists.

This task is a step in Process of Account Targeting.

To save a target list

1. Click the Save Target List button (located on the toolbar).

   Note: Do not use the keyboard shortcut CTRL+S, the Edit, Query, and then Save command (from the menu bar), or the Save Query As dialog box to save the query unless you want to make a complex query public or unless the query is run frequently. For more information about making a query public, see Making Predefined Queries Public.

2. In the Save to List dialog box, enter a unique name for the target list in the blank List Name field.

   Note: If you enter a name that is in use, an error message advises you to save the list with a unique name.

3. Click Save.

   The target list is saved.