Menu Path: None
To use CRM Target Selection, click the Select Targets button in the ribbon in Campaign Management.
Select contacts for a campaign.
Use CRM Target Selection to target contacts for a campaign based on selection criteria.
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Button |
Description |
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Exit |
Click this button to close the CRM Target Selection window. |
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OK |
Click this button to close the CRM Target Selection window and add the targeted contacts to the campaign. |
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Preview Targets |
Click this button to display the first 100 contacts based on the selection criteria. |
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Display All Targets |
Click this button to display all contacts based on the selection criteria. |
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Save Selection Criteria |
Click this button to display Save and Load Selection Criteria, which allows you to save a group of selection criteria for future use. |
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Load Selection Criteria |
Click this button to display Save and Load Selection Criteria, which allows you to load a group of previously saved selection criteria. |
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Field or Button |
Description |
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Click this button to display CRM Rules, which allows you to add a new target selection criterion. |
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Click this button to remove a selected selection criterion in the Selection Rules grid. You cannot remove the Begin With selection rule. |
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Select whether to target contacts for customers, qualified prospects, or prospects. |
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Enter the maximum number of contacts to target for each company. Example If you enter 1, only 1 contact is targeted for each company. |
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This grid displays target selection criteria. You can double-click a selection criterion to display CRM Rules, which allows you to edit it. |
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This grid displays contacts based on the selection criteria after you click the Preview Targets or Display All Targets button in the ribbon. |