Updating Target information

You can update multiple target contacts or leads at once using the Update Target window. You can use the fields at the bottom of the window to update multiple targets with the same information.

To access the Update Targets window, you can click the Targets tab and click Update selected Targets on the Campaign detail view.

To update multiple opportunities with the same information

  1. Click the Select check boxes of the targets you require to update, or click Select All to update all the targets, and click Update Targets.
  2. From the arrow near the bottom of the window, select the information to update. Select from these options:
    • Stage
      1. Select Stage from the list near the bottom of the window.
      2. Click the To arrow, and select from the list.
    • Status
      1. Select Status from the list.
      2. Click the To arrow, and select a new status from the list.
    • Initial Target
      1. Select Initial Target from the list.
      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. Click Update when you are finished updating target information.
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