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Siebel Marketing Guide > Campaign Plans and Campaigns > Setting Up Campaign Quotas >
Assigning Campaign Quota Plan Participants
Assign eligible participants to your quota plan using the Participants view tab.
To add participants to the campaign quota plan
- Use the step in the following list that applies to your product:
- In Siebel Marketing, from the application-level menu, choose View > Site Map > Campaigns > All Campaigns Across Organizations.
- In Siebel Campaigns, from the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.
- In the Campaigns list, select the campaign and click the Quotas view tab.
- In the Quotas list, locate the quota plan and drill down on the Name hyperlink.
Quota objectives appear in the Quotas list.
- Click the Quota Plan Participants view tab.
- In the Participants list, create a new record.
- In the Add Positions dialog box, select the people targeted for quota plan participation and click OK.
Repeat this procedure to add other participants.
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Siebel Marketing Guide, Version 7.5, Rev. A Published: 18 April 2003 |