Siebel Consumer Sector Guide > Objectives > Administrator Procedures for Objectives >

Targeting Accounts to an Objective

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

To target an account to an objective

1. Navigate to the Administration - Data screen > Objectives view.
2. In the Objectives list, select the objective record to which you want to add a target account.
3. Click the Target Accounts view tab.
4. Create a new target accounts record.
5. Select the new account record and any other accounts records you want to associate with the objective, and in the Upper Objectives form, click Apply.

To target lists of accounts to an objective

1. Navigate to the Administration - Data screen > Objectives view.
2. Select the appropriate objective record in the Objectives list, and click the Targets view tab.
3. Select either the Target Accounts list or the Target Contacts list, and click New.
4. Select the appropriate accounts or contacts, and click Ok.

   NOTE:  You can select multiple records in the Add Accounts and Add contacts dialog boxes. You can also apply target lists in these dialog boxes.

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