Siebel Consumer Sector Guide > Objectives > End-User Procedures for Objectives >

Changing the Status of Activities


After performing the recommended activities, you can change the status of activities. Changing the status of activities allows you to communicate to others that the activity is in progress, completed, or rescheduled.

To change the status of activities associated with an objective

  1. Navigate to the Accounts screen > Accounts List view.
  2. Drill down on the Name field hyperlink for a selected account and click the Outlet Visits view tab.
  3. In the Outlet Visits list, select a visit by drilling down on the Description field hyperlink.
  4. In the Activities list, change the Status field of the activity.

    NOTE:  You can view the status of Accounts by navigating to the Administration - Data screen > Objectives view > Account Status subview > Recommended Activities list. This view is read-only; you cannot change an activity's status in this view.

Siebel Consumer Sector Guide