Getting started: your first day in Targets
Sign in, set up the company, add the first users and load your master data. Small teams can do this in a day; larger rollouts start with one distributor.
A Targets account is created from the Get started page. Flex and the annual plans can both be bought online. Your workspace is created as soon as your payment is confirmed, and your login details arrive by email. Keep the client code from the sign-up page; it identifies your company with us.
In the first hour
- Sign in to the portal and open Settings to name the company, upload the logo that will print on invoices, and set the tax registration numbers.
- Set up geography and hierarchy: regions, areas, territories and towns, then the managers and reps who own them.
- Add products, price lists and discount levels, or upload them from Excel.
In the first day
- Onboard the first distributor: their account, opening stock, users and access.
- Create the field users, install the app on their phones, and have each one sign in with the company's licence code.
- Build the first journey plans and run a day of booking with one team.
Larger rollouts
Companies with 30 logins or more get guided onboarding. We usually start with one distributor and up to 15 logins for 45 days, prove the daily flow from booking to cash, then roll out by region. A first distributor is normally live in about 45 days. There is no setup or induction fee.
More on Getting started
What Targets is, and what it replaces
Targets is one system for companies that sell through distributors: production, company sales, distributor operations, field teams, accounts, HR and hiring share one set of records.
The eight modules, and what each one does
Every Targets login includes all eight modules. This article says what each covers so you can decide where to start.
Going live: what happens after you sign up
Small teams start the same day. Larger rollouts begin with one distributor and are live in about 45 days, with guided onboarding and no setup fee.