CRM: What is a Target

What is a Target?

A Target can be anyone who is the intended audience of your objective.  For instance, your Target could be a CRM Company, Primary Contact, individual Contact or in some cases a staff member. 

Where will I see reference to a Target?

You will see the word Target used throughout the platform which is intended to refer to the specific end user.  

Custom Fields

Custom Fields enable you to add data to relevant areas of the platform.  Custom Fields can be create by going to Flyout>Content Settings>Manage Custom Fields. 

When creating the Custom Field you will add the usage which is the specific area you wish the Custom Field to be populated.  For instance, if you create a CRM Contact Custom Field it can only be completed by someone with Contact Profile. A CRM Contact Custom Field cannot be seen in the Company Profile and vice versa a Company Custom Field cannot be seen in a Contact Profile.

For this reason you also have the option to create Target Custom Fields. 

A CRM Target Custom Field is visible in both the CRM Company and CRM Contact profiles which enables you to add data into either profile type.

CLICK HERE to learn more about Custom Fields.

Forms

Forms that allow for CRM Custom Field data will also enable you to add CRM Target Field directly on the form. These forms include Kickoff, Checkout, Booking and Support Forms.

This ensures that regardless of who submits the Form (Company or Contact), the CRM Target Field information will be added into the correct CRM Profile.

CLICK HERE to learn more about Forms.

Update Forms

Update Forms can be completed by staff and CRM targets.  For this reason you will have the option to change the Usage Type of the Form so the relevant fields can be added.

CLICK HERE to learn more about Update Forms.

Automation/Auto-Templates

When you configure automations you will see some automations refer to the Target.  If the automation is aimed at the CRM Companies/Contacts it is referring to the Prospect/Client who is the Target of the automation.

CLICK HERE to learn more about Auto-Templates.

Schedules

Schedules are Automation sets which are scheduled to precisely time and sequence your Automation actions. Schedules can be created to be aimed at both CRM Targets and Staff Targets.  For this reason, you will change the Type to the relevant Target type while creating the schedule.

CLICK HERE to learn more about Schedules.

Documents and Document Generators

Documents can be aimed at CRM Targets and Staff/Team Targets.  For this reason, you will need to select the relevant Target type prior to creating Documents or Document Generators.

CLICK HERE to learn more about Documents.