Editing Target Groups

Learn to edit target groups.

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

To edit a target group:

1. Click on the Target Group node of the marketing activity’s tree view. The target group generated automatically is displayed.
2. Edit the target group:
   • Click on (Add Company), (Add Person) or (Add Company Favorites or Add Person Favorites) to add further companies or persons 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 does not add the record to the target group a second time.