Targets refer to potential acquisition targets for your business. In most cases you will start with an existing list that you need to import into Devensoft M&A. During the initial application setup and on-boarding, this is done by the Devensoft Customer Success Team. It is best to have an internal super-user (administrator) identified in your business that will be trained by Devensoft in the day-to-day operation of the application. Fortunately, this is a very light duty once the individual becomes familiar with the features of Devensoft M&A as the product is easy to manage.
Targets List Action Buttons
On all Target pages, there are five (5) features that are available:
Targets LIST AND ACTION Buttons
- + Create Target – allows the user to create a new Target. Code Name and Target Name fields are required.
- Kanban- View Targets in defined status lanes
- Filter – displays parameters, as depicted above for the user to filter.
- Export – allows the user to export if permission is enabled, the Target data to Excel.
- Import – allows the user to import, if permission is enabled, the data to their M&A instance.