Generating the Target Group

Learn how to generate a target group for your market activity.

To generate a target group for your marketing activity:

1. Select Generate from the marketing activity execution context menu. A dialog box opens.
2. Click on Start.
3. Confirm the messages by clicking OK. If you execute a step not included in the plan (e.g. the start date has not yet been reached), confirm the second message.

   The target group is generated.

   Each person/company is automatically assigned a rep in the Target Group (Marketing Activity) info area (Rep field). The rep is determined by searching through the following fields in the company and person records in order: Person/Office Rep, Person/Rep, Company/Rep 1 (BTB), Company/Rep (OTC and FS). If all of these fields are empty and a value is entered in the Business Area (BTB, OTC), Product Group (BTB, OTC), Product Type (FS) or Branch Office (FS) fields in the Execution (Marketing Activity) info area, the corresponding rep entered in the Sales Group (BTB, FS)or Account Manager (OTC) info area is assigned.

4. Confirm the message.
5. Close the dialog box.