Target lists and goals

Find accounts to win with AI or import your own, and set goals for people or territories.

Open Targets in the portal.

Find targets with AI. Describe the accounts you want ("cocktail bars with a serious agave list", "independent wine shops that do tastings") and where ("Capitol Hill, Denver", a ZIP or a whole city), then choose Search. Claude searches the web, which usually takes a minute or two, and lists the venues it finds with a line on why each one fits. Tick the ones you want (venues already in your accounts are marked and left unticked), name the list, and choose Create list. New venues are added as Target accounts; existing ones are linked, not duplicated. Check the details before reps visit: they come from public listings.

Each team gets a number of searches a month: 5 during the trial, 25 on Standard and 100 on Premium. A search that finds nothing doesn't count. Your last few searches show under Recent searches, and reopening one doesn't use another. Managers and admins can search.

Target lists. Upload a spreadsheet of venues. Match its columns (name, address, rep email and so on), choose who gets accounts with no rep email, and import. Existing accounts are matched instead of duplicated. Reps see their targets in the app.

Open a list to rename it, change who it's For (one rep or the whole team), or choose Delete list. Deleting a list keeps its accounts.

Goals. Under Goals, set how many targets to win for the whole team, one person or one territory, over a date range, then choose Set goal. A target counts as won at its first confirmed order: confirmed by the rep in the app, or showing up in depletions.