Overview
Targets serves as your centralized work center for prospecting, allowing you to organize and manage prospecting lists across properties, contacts, companies, and signals, streamlining them into a single, simplified workflow.
Who uses this feature
Managers, regional managers, representatives, and salespeople
Primarily for Commercial Service and Commercial Construction business types
Feature configuration
Contact marketing@convexlabs.io to set up a demo and get more information about Convex.
Overview of Targets
Go to the Navigation Panel > Targets. The Targets screen opens, and it has the following sections:
Quick Filters
Shows the targets in an easy-access order. It includes these filters:
My Targets: All targets that are assigned to you.
My New Targets: All targets assigned to you in the last 5 days.
Me In Progress: All targets assigned to you that have an open status.
My Closed Won: All targets assigned to you that have been qualified.
My Closed Lost: All targets assigned to you that have been disqualified.
Recently Updated: All targets that have been updated in the last 5 days.
All: All targets in your organization.
Non-List Targets: Targets that are not part of a List.
Tip: Click More to collapse the view.
Lists
Shows all the target lists in your organization. Here you can:
Use Search to look for the list.
Click Sort to organize lists by Name or Last Activity.
Click +Add List to create a new list.
Table
Shows the selected target list. It includes the following columns:
Target Name: Click the name to open the Target drawer that shows details about the target, such as Companies, Properties, and Activity Logs.
Assignee: Employee who is assigned to the target. Click the field to assign an employee from the list.
Last Activity: Most recent interaction associated with a target.
Leads: Contact associated with the target.
Note: Leads appear after Populating Leads.
Properties: Property associated with the target.
Company Sites: Company site associated with the target.
Perform actions
Manage your table of targets by performing these actions. After selecting the targets, the Actions menu appears. Here you can:
Update Assignee: Select an employee you want to assign to the target. When finished, click Apply.
Update Status: Select a status for the target from the list. When finished, click Apply.
Move to List: Select another list or create a new one to move the selected targets.
Remove: Removes the target from the list.
Select All: Selects all targets in a list.
Clear: Clears selected targets.