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Process of Setting Up Campaign Quotas

Quotas are used by Siebel Marketing and Siebel Campaigns and may be set up for a campaign as an incentive for agents to meet target goals. A quota is a goal, such as a monetary goal for generating a certain amount of revenue for a campaign, or it may be a nonmonetary goal such as making a certain number of calls within a time period.

To develop a quota plan with measurable objectives and rewards for success, use the following process and the quota view tabs to define details. To set up campaign quotas, perform the following tasks:

1. Creating Campaign Quota Plans
2. Defining Quotas for the Plan
3. Assigning Awards to the Campaign Quota Objective
4. Assigning Campaign Quota Plan Participants