Siebel Marketing User Guide > Planning and Budgeting for Marketing >

Process of Creating Marketing Plans and Budget Requests

To create marketing plans and budget requests, perform the following tasks:

  1. Creating Marketing Plans
  2. Creating Initiatives and Linking Initiatives to Plans
  3. Setting Goals for Marketing Plans
  4. Creating and Associating Tactics with Marketing Plans
  5. Developing and Managing Marketing Funds
  6. Creating and Submitting Budget Requests
  7. Developing and Tracking Budgets for Marketing Plans
  8. Associating Purchase Orders with Marketing Tactics and Budget Requests
  9. Creating Line Items for a Purchase Order
  10. Managing Marketing Assets and Collateral
  11. Attaching Documents to Marketing Plans
  12. Adding Expenses for Events, Campaigns, and Programs
  13. Associating Invoices and Invoice Items with Expenses
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