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Creating a Marketing Subplan

A marketing plan that has a parent marketing plan is called a subplan. A marketing plan can have any number of other subplans (child marketing plans). For example, an annual plan may have four subplans, one for each quarter. For example, Q1Plan, Q2Plan, Q3Plan, and Q4Plan.

To create a subplan

  1. From the application-level menu, choose View > Site Map > Marketing Plans > My Marketing Plans.
  2. Click the Subplans view tab.
  3. In the Subplans list, create a new record.
  4. Complete the fields using the values in Table 64.
    1. In the Marketing Plans form, click the Parent Plan select button.
    2. Choose the parent plan for this subplan and click OK.

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