Bookshelf Home | Contents | Index | Search | PDF

Siebel Life Sciences Guide > Objectives > Administrator Setup Procedures >

Targeting Accounts to an Objective

---

You can apply objectives to one or more target accounts. The target accounts that will be available are those that belong to the organization of which the user is an account team member.

In the Objective Targets view, add and view accounts and contacts targeted for an objective. You can display charts of progress toward a quantified goal for target accounts or target contacts. A variety of chart formats can be selected from the drop-down menu at the right of the toggle button in the chart view.

NOTE:  For information on creating and applying target lists, see Information for Siebel Application Developers.

To specify target accounts or contacts for an objective

From the application-level menu, choose View > Site Map > Objectives screen.
Select the appropriate objective in the Objectives list, and click the Targets view tab.
Select either the Target Accounts list or the Target Contacts list and click New.
Select the appropriate accounts or contacts.

You can select multiple records in the Add Accounts and Add contacts dialog boxes. You can also apply target lists in these dialog boxes, as described in To apply one or more target lists.

Click Add.

The accounts or contacts you selected are added to the list.

NOTE:  Data for the Actual Amount fields in the Target Accounts and Target Contacts lists must be imported by the Siebel administrator. You cannot manually edit these fields. For more information, see Importing Data.

Bookshelf Home | Contents | Index | Search | PDF