Updating Target Information

Update multiple target contacts or leads at once using the Update Target dialog box. Use the fields at the bottom of the dialog box to update multiple targets with the same information.

To open the Update Targets dialog box, on the Campaign Detail view, click the Targets tab, and then click (Update selected Targets).

To update multiple opportunities with the same information

  1. Click the Select check boxes of the targets you want to update, or click Select All to update all the targets, and then click Update Targets.
  2. From the drop-down box near the bottom of the dialog box, select the information to update. Select from the following options:
    • Stage
      1. Select Stage from the drop-down list near the bottom of the dialog box.
      2. Click the To drop-down arrow, and then select from the list.
    • Status
      1. Select Status from the drop-down list.
      2. Click the Todrop-down arrow, and then select a new status from the list.
    • Initial Target
      1. Select Initial Target from the drop-down.
      2. Select the Yes option if the target was part of the campaign when the campaign was launched, or select No if the target was added after the campaign was launched.
    • Add Response
      1. Select Add Response.
      2. Complete the Response information.
  3. When you are finished updating target information, click Update.