Targeting

Targeting using Global Target List Management 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 Siebel CRM. In Siebel Life Sciences, a target list can be a set of contacts or accounts and can be applied to any view that contains contacts or accounts.

Using the account and professional targeting list views in the List Management screen, users can create advanced queries on contacts and accounts. Users can apply target lists to views individually or in combination with other target lists. If combining multiple target lists, users have the option of applying an intersection or a union of the lists. For more information on targeting, see the scenario Scenario 1: Users Create Target Lists and Creating and Applying Target Lists.