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

Checking the Status of Objectives


You can use the Account Status view or a graphical Chart to check objectives and the status of their recommended activities.

To check the status of an objective and its activities

  1. Navigate to the Objectives screen > Retail Objective List view.
  2. Select the objective record whose status you want to review.
  3. Drill down on the Objective field hyperlink and click the Account Status view tab.
  4. Select the account record whose status you want to review.

    The recommended activities associated with the account are displayed in the Recommended Activities subview. You can check the status of each recommended activity.

To check the status of an objective on a chart

  1. Navigate to the Objectives screen > Charts view.
  2. Select the objective record whose status you want to review.
  3. Choose from the charts available using the Charts visibility filter.
Siebel Consumer Sector Guide