Creating Target Lists by Querying (End User)

The most usual way to create a target list is by querying and then saving to a target list some or all of the party records returned by the query.

The records that you save can be the records that are returned by the query. For example, if you query contacts, then you can save the contact records to a target list. The records that you save can also be the records that are associated with the records that are returned by the query. For example, if you query opportunities, then you can save the positions on the opportunities’ sales teams to a target list. (You cannot save the opportunity records to a target list.)

To create a target list by querying

  1. Navigate to a screen where target lists are enabled.

  2. Perform a query.

  3. On the toolbar, click Save Target List.

  4. Complete the necessary fields in the Save to List dialog box.

    Some fields are described in the following table.

    Field

    Comments

    Based On

    Select a value from the drop-down list. The choices available depend on the view.

    You can save the records themselves, for example contacts or accounts. Or, you can save the contacts or positions (team) associated with the records. If multiple contacts or positions can be associated with the records, then you can choose to save all or only the primary.

    Private

    Select the check box to indicate only you can view and apply this list.

    Clear the check box to indicate all users can view and apply this list.