Viewing or declining previously accepted targets

You can view previously accepted target customers before you finalize your portion of the proposed target list, and, if wanted, decline those customers.

Procedure

  1. Open the Corporate Campaign for which you accepted target customers on the proposed list.
  2. Click View Accepted.
  3. You can decline any accepted target customers from this list by checking the customer entries under the Decline column.

    You can also select Decline All Records or Set All Records to Review to decline or review all the previously accepted records.

Results

Those customers are now removed from the list.

What to do next

You must now finalize the list.