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Siebel Consumer Sector Guide > Objectives >

Administrator Procedures

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This section provides instructions for the following procedures:

To create an objective
To add recommended activities to an objective
To target an account to an objective
To add a child objective
To change the dates for an objective
To schedule a store visit

These tasks are typically performed by Retail Sales Managers or Marketing Administrators, although some companies choose to allow sales representative to create their own objectives. To create an objective and use it to schedule store visits, complete the procedures described in the following sections.

NOTE:  As in all Siebel applications, the availability of certain views and functionality can be limited according to each user's responsibilities; therefore, the views mentioned here may vary from those on your screen. Generally, an administrator has responsibility for updating user privileges.

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