Bookshelf v7.5: Administrator Setup Procedures

These tasks are typically performed by District 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 calls, complete the procedures described in the following sections.

NOTE: As in all Siebel products, 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.

Table 14 describes the functions of the various views in the Objectives screen. Your responsibilities determine which views are available to you.

Table 14. Views Available from the Objectives Screen
View	Functions
My Objectives	Allows you to view objectives assigned to you and add new ones.
My Team's Objectives	Allows managers to view objectives assigned to their teams and add new ones. A manager's own objectives also appear in this view.
Targets	Allows you to specify and view accounts and contacts targeted for an objective. Also allows you to track progress toward your defined goals.
Target Accounts	Displays target accounts and the contacts for them, and can display actual results charted against a quantified goal (same view as Charts).
Contact Status	Displays a list of contacts and the recommended activities for each contact, with actual amount.
Attachments	Allows you to add and display electronic file attachments for an objective.
Charts	Displays actual results charted against a quantified goal. A variety of chart formats can be selected. The values used to measure progress must be loaded using Enterprise Integration Manager (EIM). Generally, the Siebel administrator performs this task.