The Multichannel Cycle (MC Cycle) record is published in Align and pushed to Veeva CRM. Are new Accounts that satisfy the Targeting Rule criteria added to the Cycle and pushed to Veeva CRM during the Mid Cycle period?
If the Targeting rule is active, Align will pick up the new Accounts which satisfy the Targeting Rule criteria. These accounts will be made targets and pushed to CRM regardless of the status of the MC Cycle and MC Cycle Plan.
Note: it is also possible to manually add MC Cycle Plan targets: Explicit Target Assignments
- Align Help Documentation: Target Planning
- Knowledge Article: Can the Name of the Veeva Align Maintained MCCP Record be Changed in Veeva CRM?