Editing Target Groups

If you have been assigned to editing the target group, you will receive a To-Do once the target group has been generated.

To edit a target group:

1. Switch to the Target Group_ tab in the marketing activity or switch to the Target Groups node in the tree.

   The target group generated automatically is displayed.

2. Edit the target group:
   • Click on , or to add further records to the target group.

     Start the search and select one or more records in the results list. Select Select from a selected record’s context menu.

     The selected records are added to the target group.

   • Click on (Set Inactive) to remove one or more records from the target group.

     Always set the records that should not be included in the target group to Inactive instead of deleting them from the target group. This ensures that another user will not add the record to the target group a second time.