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Siebel Consumer Goods Guide > Objectives >
About Configuring Objectives
This topic contains information that might be useful to configurators making changes to this module. The procedures documented in this chapter include buttons that invoke specialized methods, as described in Table 22.
Table 22. Buttons And Methods For Objectives Configurators
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Commit |
CommitAccnt |
Writes account names from temporary targeting tables to permanent tables where objectives are stored. |
Applet Layer |
Apply |
ScheduleVisits |
For all the recommended activities in the objective, copies the activities and associates them with each account in the objective. The assignment of the activities depends on the way the recommended activities have been set up. |
Applet Layer |
If Territory Management is to be used, then you must either flag each recommended activity as Assign to All or define a role or category to which the activity is assigned. Table 23 details the ways in which activities must be assigned if Territory Management is used.
Table 23. The Ways in Which Activities Must Be Assigned If Territory Management Is Used
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Y |
N |
Y |
Creates one activity record for each team member, and marks each one as a routine activity. |
Y |
N |
N |
Creates one activity record and assigns all team members to the same activity. |
N |
Y |
Y |
Creates one activity record and assigns a specific team member based on the member's role-category match and marks the activity as a routine activity. |
N |
Y |
N |
Creates one activity record and assigns primary and specific team members based on the member's role-category match. |
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