Siebel Marketing Guide > Planning and Budgeting for Marketing > Creating a Marketing Plan >

Attaching Documents to a Marketing Plan

You can attach planning documents to a marketing plan using the Documents view. These documents are visible to anyone who has access to the Plan.

To attach a document to a marketing plan

  1. From the application-level menu, choose View > Site Map > Marketing Plans.
  2. In the Marketing Plans list, query for the appropriate marketing plan.
  3. Click the Documents view tab and create a new record.
  4. Click the Attachment Name select button, locate the document on your local machine or network, and click Open.

 Siebel Marketing Guide, Version 7.5, Rev. A 
 Published: 18 April 2003