Creating Account-Contact Target List Records Manually

Once a Target Period has been successfully activated, each Sales Representative will be able to view their list of Account-Contact-Targeting Product records for the current Targeting period in the Accounts Contacts list view. A user can also manually create new target list records for Account - Contact affiliations in the Accounts Contacts list.

To create a target list for account-contact affiliations

1. Navigate to the Accounts Contacts, then the Accounts Contacts List view.

2. In the Accounts Contacts list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   New	Indicates when a new Account Contact record is created for the current position.
   Sales Rep	The sales representative to whom this account contact is associated.
   Account Name	From the Pick Account Contact dialog, select the appropriate Account - Contact Affiliation. Note: Only affiliations where the Sales Representative's Position on both the Account and Contact teams will be displayed in this dialog.
   Account Location	The location of the account contact.
   Contact Primary Speciality	Primary speciality of the contact.