{"id":251,"date":"2026-08-08T06:43:32","date_gmt":"2026-08-08T06:43:32","guid":{"rendered":"https:\/\/www.rithmai.com\/support\/?post_type=ht_kb&#038;p=251"},"modified":"2026-08-08T22:15:00","modified_gmt":"2026-08-08T22:15:00","slug":"target-list","status":"publish","type":"ht_kb","link":"https:\/\/www.rithmai.com\/support\/knowledge-base\/target-list\/","title":{"rendered":"Target List"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Target List is your priority board for the people and accounts you sell to. It is not a separate list you build from scratch. Every client already in Rithm appears here, grouped by <strong>Importance<\/strong>\u2014a rank from <strong>1<\/strong> (lowest) to <strong>10<\/strong> (highest).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of Importance as \u201chow much this account deserves your time.\u201d Your highest-value relationships live near the top. Lower-priority accounts sit further down. That ranking helps you decide who to call, visit, or schedule next\u2014and it also feeds features like Auto-Scheduler, which prefer higher-importance clients when building a route.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What Target List is good for<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Seeing your book of business at a glance, sorted by priority<\/li>\n\n\n\n<li>Quickly raising or lowering a client\u2019s Importance when priorities change<\/li>\n\n\n\n<li>Spotting who is overdue for a visit (on web, and via quick actions on mobile)<\/li>\n\n\n\n<li>Jumping into a call, directions, or the full client record without hunting through a long alphabetical list<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What Target List is not<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It is not a second copy of your clients. Changing Importance here updates the same client record everywhere in Rithm.<\/li>\n\n\n\n<li>It is not the same as <strong>Pipeline<\/strong>. Pipeline groups people by sales stage (where they are in the buying process). Target List groups them by Importance (how much they matter for your time).<\/li>\n\n\n\n<li>You do not \u201ccreate a target\u201d as a special object. You add clients (or prospects), set Importance, and they appear in the matching section.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>How Importance works<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>10<\/strong> is the highest priority and is labeled <strong>Very Important<\/strong>.<\/li>\n\n\n\n<li>Lower numbers mean lower priority. Clients marked as <strong>Do not visit<\/strong> (Importance <strong>0<\/strong>) do not appear on Target List on mobile, and are not something you set from the Target List Importance controls (those offer ranks <strong>1\u201310<\/strong>).<\/li>\n\n\n\n<li>New clients often start at a middle-to-high default Importance (commonly <strong>5<\/strong> or <strong>8<\/strong>, depending on how they were added). You can change that anytime from Target List.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Use the tabs below for step-by-step instructions on the <strong>Web UI<\/strong> and the <strong>Mobile UI<\/strong> (iPhone\/iPad app). The goal is the same on both; the screens and controls differ in a few important ways.<\/p>\n\n\n<div class=\"su-tabs su-tabs-style-default su-tabs-mobile-stack\" data-active=\"1\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-tabs-nav\"><span class=\"\" data-url=\"\" data-target=\"blank\" tabindex=\"0\" role=\"button\">Web UI<\/span><span class=\"\" data-url=\"\" data-target=\"blank\" tabindex=\"0\" role=\"button\">Mobile UI<\/span><\/div><div class=\"su-tabs-panes\"><div class=\"su-tabs-pane su-u-clearfix su-u-trim\" data-title=\"Web UI\">\n<h2>Where to find Target List (Web)<\/h2>\n<ol>\n<li>Sign in to Rithm in your browser.<\/li>\n<li>Open the main menu.<\/li>\n<li>Select <strong>Target List<\/strong>.<\/li>\n<\/ol>\n<p>The page title is normally <strong>Target List<\/strong>. If you are viewing a specific territory or region, the title may read <strong>Target List for [region]<\/strong> (or a shorter <strong>Targets &#8211; [region]<\/strong> if the full title would be too long).<\/p>\n<p>You need permission to use Target List. If you do not have access, you will see a message that you need permission for this feature. If your subscription has ended, you will also be blocked until it is renewed.<\/p>\n<hr \/>\n<h2>What you see on the page<\/h2>\n<p>From top to bottom, the Target List page typically includes:<\/p>\n<h3>1. Client distribution chart<\/h3>\n<p>A chart titled <strong>Number of clients by importance<\/strong> summarizes how many people you have at each Importance level. It may also show completed visits (and, if your account allows it, scheduled visits). This is a snapshot of balance across your book\u2014not a place where you edit individual clients.<\/p>\n<h3>2. Summary cards (these also act as filters)<\/h3>\n<p>Four cards give quick totals. Clicking a card filters the list to match:<\/p>\n<ul>\n<li><strong>Total Targets<\/strong> \u2014 everyone currently shown as a target on this page<\/li>\n<li><strong>Overdue<\/strong> \u2014 clients whose next visit is overdue based on their visit frequency<\/li>\n<li><strong>Due Soon<\/strong> \u2014 clients who have been visited before, are not overdue yet, but it has been more than about two weeks since the last visit<\/li>\n<li><strong>High Priority (9-10)<\/strong> \u2014 clients ranked Importance 9 or 10<\/li>\n<\/ul>\n<h3>3. Search and filter bar<\/h3>\n<ul>\n<li><strong>Search targets\u2026<\/strong> \u2014 type part of a name, address, or organization. Results update as you type. A count such as <strong>12 of 40 targets<\/strong> shows how many match.<\/li>\n<li>Filter buttons:<\/li>\n<li><strong>All<\/strong> \u2014 show everyone<\/li>\n<li><strong>Nearby<\/strong> \u2014 roughly within about 10 miles of your current location, available today (based on their hours), and within the Importance range your Auto-Scheduler settings care about<\/li>\n<li><strong>Available<\/strong> \u2014 available today by hours, within that Importance range<\/li>\n<li><strong>More\u2026<\/strong> \u2014 opens extra options (see below)<\/li>\n<li><strong>Sales Advisor<\/strong> (if enabled for your account) \u2014 opens an AI assistant chat for sales coaching and ideas related to your work<\/li>\n<li><strong>Prospects<\/strong> \u2014 takes you to prospecting so you can find nearby prospects and save them into your client list (they then appear on Target List by Importance)<\/li>\n<li>If you manage a team, you may also see a <strong>Show:<\/strong> control to switch whose data you are viewing (for example, only your personal data vs. team territory data)<\/li>\n<\/ul>\n<p>Under <strong>More\u2026<\/strong> you will find:<\/p>\n<ul>\n<li><strong>Bulk edit<\/strong> \u2014 edit many clients at once, then return to Target List<\/li>\n<li><strong>Import clients<\/strong> \u2014 bring clients in from a spreadsheet or import flow, then return to Target List<\/li>\n<li><strong>Filter by<\/strong><\/li>\n<li><strong>High priority (9-10)<\/strong><\/li>\n<li><strong>Overdue<\/strong><\/li>\n<li><strong>Due Soon<\/strong><\/li>\n<li><strong>On track<\/strong> \u2014 clients whose visit status is healthy (not overdue \/ due soon)<\/li>\n<\/ul>\n<h3>4. A short how-to hint<\/h3>\n<ul>\n<li>On a desktop-sized browser: <strong>Drag targets between sections to change importance levels<\/strong><\/li>\n<li>On a phone-sized browser: <strong>Swipe cards left or tap the 3-dot icon to Call, Navigate, or change importance.<\/strong><\/li>\n<\/ul>\n<h3>5. Importance sections<\/h3>\n<p>Clients are grouped into collapsible sections:<\/p>\n<ul>\n<li><strong>Importance 10<\/strong> (subtitle: <strong>Very Important<\/strong>)<\/li>\n<li><strong>Importance 9<\/strong><\/li>\n<li><strong>Importance 8<\/strong><\/li>\n<li><strong>Importance 7<\/strong><\/li>\n<li><strong>Importance 6<\/strong><\/li>\n<li><strong>Importance 5 or less<\/strong> \u2014 everyone at Importance 5 down through lower ranks in one combined section<\/li>\n<\/ul>\n<p>Each section header shows a count badge. Click the header (or the chevron) to expand or collapse. Empty sections show <strong>None<\/strong>.<\/p>\n<h3>6. Target cards<\/h3>\n<p>Each client appears as a card with:<\/p>\n<ul>\n<li>Name (and organization in parentheses when relevant)<\/li>\n<li>Address<\/li>\n<li>Sales stage<\/li>\n<li>Visit status badge when attention is needed: <strong>Overdue<\/strong> or <strong>Due Soon<\/strong> (healthy \u201con track\u201d clients typically do not show an On Track badge on the card)<\/li>\n<li>A <strong>Prospect<\/strong> label when the type is Prospect<\/li>\n<li>Quick actions: <strong>Call<\/strong>, <strong>Navigate<\/strong>, and <strong>Move<\/strong> (to change Importance)<\/li>\n<\/ul>\n<p>Clicking the main part of the card opens the full <strong>Client<\/strong> detail page. When you leave that page, you return to Target List.<\/p>\n<hr \/>\n<h2>How to use Target List (Web)<\/h2>\n<h3>Review your priorities<\/h3>\n<ol>\n<li>Open <strong>Target List<\/strong>.<\/li>\n<li>Start with <strong>Importance 10<\/strong> and work downward.<\/li>\n<li>Use the summary cards or filters if you want a focused view (for example, only <strong>Overdue<\/strong> or <strong>High Priority (9-10)<\/strong>).<\/li>\n<li>Use search when you know who you are looking for.<\/li>\n<\/ol>\n<p>A practical habit: each morning, glance at <strong>Overdue<\/strong> and <strong>High Priority (9-10)<\/strong> first, then decide who to call or visit.<\/p>\n<h3>Change a client\u2019s Importance (desktop browser)<\/h3>\n<ol>\n<li>Find the client\u2019s card.<\/li>\n<li>Drag the card into a different Importance section (for example, from <strong>Importance 7<\/strong> into <strong>Importance 9<\/strong>).<\/li>\n<li>Release the mouse. Rithm saves the new Importance.<\/li>\n<li>The card appears at the top of the section you dropped it into.<\/li>\n<\/ol>\n<p>You do not need a separate Save button for this change.<\/p>\n<h3>Change a client\u2019s Importance (phone or tablet browser)<\/h3>\n<ol>\n<li>Find the client\u2019s card.<\/li>\n<li>Swipe the card left, <strong>or<\/strong> tap the <strong>3-dot<\/strong> (<strong>Actions<\/strong>) icon.<\/li>\n<li>Tap <strong>Move<\/strong>.<\/li>\n<li>In the <strong>Move importance<\/strong> dialog, choose the new rank (<strong>Importance 10<\/strong> through <strong>Importance 1<\/strong>). The current rank is marked <strong>(current)<\/strong>.<\/li>\n<li>Tap <strong>Cancel<\/strong> if you change your mind and do not want to move them.<\/li>\n<\/ol>\n<p>After a successful move, the card jumps to the matching section (and into <strong>Importance 5 or less<\/strong> if you choose 5 or below).<\/p>\n<h3>Call a client<\/h3>\n<ul>\n<li>On desktop, use the <strong>Call<\/strong> button on the card (if a phone number is on file).<\/li>\n<li>On a phone-sized browser, swipe left or open the 3-dot menu, then tap <strong>Call<\/strong>.<\/li>\n<li>If there is no phone number, Call is not available as an active action.<\/li>\n<\/ul>\n<h3>Get directions<\/h3>\n<ul>\n<li>Use <strong>Navigate<\/strong> the same way (card button, or swipe \/ 3-dot menu).<\/li>\n<li>Navigate opens your mapping \/ navigation link when an address or coordinates are available.<\/li>\n<li>If location data is missing, Navigate is not available as an active action.<\/li>\n<\/ul>\n<h3>Open full client details<\/h3>\n<p>Click the card (name\/address area). From Client detail you can edit fields, notes, hours, visit settings, and more. Target List itself is optimized for ranking and quick actions\u2014not full editing of every field.<\/p>\n<h3>Add people so they appear on Target List<\/h3>\n<p>Target List does not have a dedicated \u201cAdd target\u201d form. Add clients elsewhere, then they show up here automatically by Importance:<\/p>\n<ul>\n<li><strong>More\u2026 \u2192 Import clients<\/strong> \u2014 import from a file<\/li>\n<li><strong>Prospects<\/strong> \u2014 find and save nearby prospects<\/li>\n<li><strong>More\u2026 \u2192 Bulk edit<\/strong> \u2014 update many existing clients at once<\/li>\n<li>Or add clients from the normal Clients area of Rithm<\/li>\n<\/ul>\n<p>After they are saved as clients, return to Target List and place them at the right Importance.<\/p>\n<h3>Understand visit status at a glance<\/h3>\n<ul>\n<li><strong>Overdue<\/strong> \u2014 based on weeks since last visit compared with the client\u2019s visit frequency (with a small buffer). These people likely need attention soon.<\/li>\n<li><strong>Due Soon<\/strong> \u2014 visited before, not overdue yet, but more than about 14 days since the last visit.<\/li>\n<li><strong>On track<\/strong> \u2014 filter option for clients who are in good shape on visit timing.<\/li>\n<\/ul>\n<h3>Tips for new salespeople<\/h3>\n<ul>\n<li>Keep your true A-accounts in <strong>9\u201310<\/strong>. If everything is a 10, nothing is a 10.<\/li>\n<li>Use <strong>Importance 5 or less<\/strong> for lower priority or early-stage accounts you still want on file.<\/li>\n<li>After a big win or a lost deal, update Importance the same day so Auto-Scheduler and your own planning stay honest.<\/li>\n<li>Target List and Pipeline answer different questions: \u201cWho matters most?\u201d vs. \u201cWhere are they in the sales process?\u201d Use both.<\/li>\n<\/ul>\n<\/div>\n<div class=\"su-tabs-pane su-u-clearfix su-u-trim\" data-title=\"Mobile UI\">\n<h2>Where to find Target List (iPhone \/ iPad)<\/h2>\n<ol>\n<li>Open the Rithm app and sign in.<\/li>\n<li>Tap the <strong>Targets<\/strong> tab in the bottom tab bar (person-in-circle icon).<\/li>\n<li>The screen title is <strong>Target List<\/strong>.<\/li>\n<\/ol>\n<p>On iPhone and iPad, the tab label is <strong>Targets<\/strong>, while the screen title is <strong>Target List<\/strong>. That is normal.<\/p>\n<p>From Target List, the top bar also includes:<\/p>\n<ul>\n<li>A sparkle-style control for <strong>Sales Advisor<\/strong> (same idea as on web: an AI sales assistant)<\/li>\n<li>A sticky-note control to create a new sticky note<\/li>\n<\/ul>\n<p>There is no \u201c+\u201d add-client button on Target List. Adding people is done from the <strong>Clients<\/strong> tab (or via the web app).<\/p>\n<hr \/>\n<h2>What you see on Mobile<\/h2>\n<h3>iPhone layout<\/h3>\n<p>Clients are listed in collapsible groups:<\/p>\n<ul>\n<li><strong>Importance 10<\/strong> \u2014 <strong>Very Important<\/strong><\/li>\n<li><strong>Importance 9<\/strong> \u2014 <strong>Important<\/strong><\/li>\n<li><strong>Importance 8<\/strong><\/li>\n<li><strong>Importance 7<\/strong><\/li>\n<li><strong>Importance 6<\/strong><\/li>\n<li><strong>Importance 5<\/strong> \u2014 <strong>Average<\/strong><\/li>\n<li><strong>Importance 4<\/strong> \u2014 <strong>Below Average<\/strong><\/li>\n<li><strong>Importance 3<\/strong><\/li>\n<li><strong>Importance 2<\/strong><\/li>\n<li><strong>Importance 1<\/strong> \u2014 <strong>Not Important<\/strong><\/li>\n<\/ul>\n<p>Only Importance levels that currently have at least one client appear. Empty levels are hidden (unlike the web page, which always shows sections through \u201cImportance 5 or less,\u201d including empty ones with <strong>None<\/strong>).<\/p>\n<p>By default, Importance <strong>10\u20136<\/strong> tend to start expanded, and <strong>5\u20131<\/strong> tend to start collapsed. Tap a section header to expand or collapse it. A count badge shows how many clients are in that group.<\/p>\n<p>Within a group, clients are sorted A\u2013Z by name (or organization if there is no name).<\/p>\n<h3>iPad layout<\/h3>\n<p>Target List uses a split view:<\/p>\n<ul>\n<li>Left side: Importance levels<\/li>\n<li>Right side: the clients for the selected level<\/li>\n<\/ul>\n<p>Select an Importance row on the left to browse that group on the right.<\/p>\n<h3>Each client row<\/h3>\n<p>A typical row shows:<\/p>\n<ul>\n<li>Name (and organization in parentheses when both exist)<\/li>\n<li>Address<\/li>\n<li>An Importance menu showing the current number (<strong>10<\/strong> \u2026 <strong>1<\/strong>)<\/li>\n<li>An info button (square info icon) for quick actions<\/li>\n<\/ul>\n<p>Tap the name\/address to open <strong>Client details<\/strong>. The back control returns you to <strong>Targets<\/strong>.<\/p>\n<hr \/>\n<h2>How to use Target List (Mobile)<\/h2>\n<h3>Review your priorities<\/h3>\n<ol>\n<li>Open the <strong>Targets<\/strong> tab.<\/li>\n<li>Expand <strong>Importance 10<\/strong>, then work down.<\/li>\n<li>Tap anyone you want to review in full <strong>Client details<\/strong>.<\/li>\n<\/ol>\n<p>Mobile Target List does <strong>not<\/strong> include the web page\u2019s search box, summary filter cards, Nearby\/Available filters, Bulk edit, Import, or Prospects button. Those workflows live elsewhere in the app or on the web.<\/p>\n<h3>Change a client\u2019s Importance<\/h3>\n<p>This is the main day-to-day action on mobile Target List.<\/p>\n<ol>\n<li>Find the client in their current Importance group.<\/li>\n<li>Tap the Importance number menu on the row (values <strong>10<\/strong> down to <strong>1<\/strong>).<\/li>\n<li>Choose the new Importance.<\/li>\n<li>Rithm saves the change automatically.<\/li>\n<li>The client moves into the matching group (and the list scrolls to help you see where they landed). They may appear near the top of that group until the list fully refreshes.<\/li>\n<\/ol>\n<p>There is no confirmation dialog for Importance changes. If the save fails, the menu reverts to the previous value and you may see an <strong>Application Error<\/strong> message.<\/p>\n<p><strong>Difference from web:<\/strong> On web you drag cards between sections (desktop) or use <strong>Move<\/strong> after a swipe \/ 3-dot menu (phone browser). In the iOS app, you change Importance with the on-row number menu\u2014there is no drag-and-drop between sections.<\/p>\n<h3>Call a client<\/h3>\n<ol>\n<li>Tap the info icon on the row.<\/li>\n<li>If a phone number exists, tap <strong>Call<\/strong>.<\/li>\n<li>Your phone dialer opens.<\/li>\n<\/ol>\n<p>If there is no phone number, <strong>Call<\/strong> will not appear.<\/p>\n<h3>Get directions<\/h3>\n<ol>\n<li>Tap the info icon on the row.<\/li>\n<li>Tap <strong>Directions<\/strong> (when available).<\/li>\n<li>Directions open in the app you chose in Settings (for example Waze or Apple Maps).<\/li>\n<\/ol>\n<p><strong>Naming difference:<\/strong> Web uses <strong>Navigate<\/strong>. The iOS app uses <strong>Directions<\/strong>. Both get you on the road to the client.<\/p>\n<h3>See stage and overdue at a glance<\/h3>\n<p>Open the same info menu to see:<\/p>\n<ul>\n<li>Current sales <strong>stage<\/strong> (display only on this menu)<\/li>\n<li><strong>Overdue!<\/strong> when the visit is overdue (display only on this menu)<\/li>\n<\/ul>\n<p><strong>Difference from web:<\/strong> Web shows <strong>Overdue<\/strong> \/ <strong>Due Soon<\/strong> badges on the cards and offers filters for those statuses. On iOS Target List, overdue appears inside the info menu as <strong>Overdue!<\/strong>, and there is no separate Due Soon badge or filter bar on this screen.<\/p>\n<h3>Open and edit full client details<\/h3>\n<ol>\n<li>Tap the client\u2019s name\/address.<\/li>\n<li>Review <strong>Client details<\/strong> (stage, Importance rank, type, notes, hours, visit settings, and more).<\/li>\n<li>Tap <strong>Edit<\/strong> in the toolbar to change fields, including Importance with a slider if you prefer editing from the form.<\/li>\n<li>Save with the checkmark (<strong>Save<\/strong>), or dismiss with <strong>x<\/strong> (<strong>Cancel<\/strong>).<\/li>\n<\/ol>\n<p>Deleting a client is <strong>not<\/strong> done from the Target List row. From <strong>Client details \u2192 Edit \u2192 Delete<\/strong>, confirm with <strong>Yes<\/strong>. Deletion cannot be undone.<\/p>\n<h3>Add clients so they appear on Target List<\/h3>\n<p>If you have no clients yet, Target List can show a helpful empty state:<\/p>\n<ul>\n<li><strong>You don&#8217;t have any clients yet!<\/strong><\/li>\n<li>Guidance to import a spreadsheet, find prospects, or add sample clients in the <strong>Rithm Web App<\/strong><\/li>\n<li>Guidance to add individuals in the app with the <strong>(+)<\/strong> button on the <strong>Clients<\/strong> tab<\/li>\n<li>Button: <strong>Add clients in the Rithm Web App<\/strong><\/li>\n<li>Button: <strong>Continue to the Clients tab<\/strong><\/li>\n<\/ul>\n<p>Once clients exist, they automatically appear under their Importance on Target List. There is no separate \u201ccreate target list\u201d step.<\/p>\n<h3>Sales Advisor and sticky notes<\/h3>\n<p>Use the toolbar icons on Target List to open <strong>Sales Advisor<\/strong> or create a sticky note\u2014handy while you are reviewing priorities.<\/p>\n<h3>Loading and errors<\/h3>\n<ul>\n<li>While data is loading, you may see <strong>Retrieving Clients information\u2026<\/strong><\/li>\n<li>Problems may appear under <strong>Application Error<\/strong><\/li>\n<li>If your subscription has expired, follow the on-screen restart\/subscription guidance<\/li>\n<\/ul>\n<hr \/>\n<h2>Mobile vs Web \u2014 quick differences checklist<\/h2>\n<table>\n<thead>\n<tr>\n<th>Topic<\/th>\n<th>Web UI<\/th>\n<th>Mobile UI (iOS)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>How you open it<\/td>\n<td>Menu \u2192 <strong>Target List<\/strong><\/td>\n<td>Tab \u2192 <strong>Targets<\/strong> (title <strong>Target List<\/strong>)<\/td>\n<\/tr>\n<tr>\n<td>Grouping<\/td>\n<td>10, 9, 8, 7, 6, and <strong>Importance 5 or less<\/strong><\/td>\n<td>Separate groups for each Importance <strong>1\u201310<\/strong> that has clients<\/td>\n<\/tr>\n<tr>\n<td>Empty groups<\/td>\n<td>Shown with <strong>None<\/strong><\/td>\n<td>Hidden until someone is ranked there<\/td>\n<\/tr>\n<tr>\n<td>Change Importance<\/td>\n<td>Drag (desktop) or <strong>Move<\/strong> via swipe \/ 3-dot<\/td>\n<td>On-row Importance menu (<strong>10<\/strong>\u2013<strong>1<\/strong>)<\/td>\n<\/tr>\n<tr>\n<td>Search &amp; status filters<\/td>\n<td>Yes (All, Nearby, Available, Overdue, Due Soon, etc.)<\/td>\n<td>Not on this screen<\/td>\n<\/tr>\n<tr>\n<td>Import \/ Bulk edit \/ Prospects from this screen<\/td>\n<td>Yes (via <strong>More\u2026<\/strong> and <strong>Prospects<\/strong>)<\/td>\n<td>No \u2014 use Clients tab and\/or web<\/td>\n<\/tr>\n<tr>\n<td>Directions wording<\/td>\n<td><strong>Navigate<\/strong><\/td>\n<td><strong>Directions<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Overdue visibility<\/td>\n<td>Badges + filters; also <strong>Due Soon<\/strong><\/td>\n<td><strong>Overdue!<\/strong> in the info menu<\/td>\n<\/tr>\n<tr>\n<td>Importance labels<\/td>\n<td><strong>Very Important<\/strong> on 10<\/td>\n<td>Richer labels (e.g. Important, Average, Below Average, Not Important)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2>Tips for new salespeople on mobile<\/h2>\n<ul>\n<li>Use Target List as your \u201cwho matters most today\u201d board while you are in the field.<\/li>\n<li>After a strong meeting, raise Importance before you forget.<\/li>\n<li>Use the info menu for fast <strong>Call<\/strong> \/ <strong>Directions<\/strong>, then open Client details only when you need notes or a full edit.<\/li>\n<li>When you need search, bulk changes, import, or prospecting from the same screen, switch to the <strong>Web UI<\/strong>\u2014those tools are richer there.<\/li>\n<li>Keep Pipeline for stage progress; keep Target List for priority. Together they answer \u201cWhere is this deal?\u201d and \u201cHow important is this account?\u201d<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Target List is your priority board for the people and accounts you sell to. It is not a separate list you build from scratch. Every client already in Rithm appears here, grouped by Importance\u2014a rank from 1 (lowest) to 10 (highest). Think of Importance as \u201chow much this account deserves&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[4],"ht-kb-tag":[27,36],"class_list":["post-251","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-clients","ht_kb_tag-clients","ht_kb_tag-targetlist"],"_links":{"self":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/251","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/comments?post=251"}],"version-history":[{"count":1,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/251\/revisions"}],"predecessor-version":[{"id":252,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/251\/revisions\/252"}],"wp:attachment":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/media?parent=251"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-category?post=251"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-tag?post=251"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}