Siebel Consumer Sector Guide > Objectives > Example Process Flow for Objectives >
Administrator Setup Procedures
Administrators must perform the following steps in the order given:
- Create an Objective. For more information, see Creating an Objective.
- Add recommended activities. For more information, see Adding Recommended Activities to an Objective.
- Target accounts to the Objective. For more information, see Targeting Accounts to an Objective.
- Optional: Add literature to an Objective. You can add supporting literature, such as marketing and sales documents, to an objective, using the Attachments view tab. For more information, see Fundamentals.
- Optional: Associate promotions with an Objective. Objectives provide goals for retail sales representatives working with promotions. For more information, see Trade Promotions.
- Optional: Change dates for the Objective. For more information, see Changing the Dates for Objectives.
- Optional: Add child objectives. You can associate smaller objectives with a larger objective. The associated products of the child objective are constrained by the parent objective. For more information, see Creating Child Objectives.
- Apply Objectives. For more information, see Applying Objectives.
- Schedule store visits. For more information, see Scheduling Store Visits.
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