Siebel Consumer Sector Guide > Objectives > Example Process Flow for Objectives >

Administrator Setup Procedures

Administrators must perform the following steps in the order given:

1. Create an Objective. For more information, see Creating an Objective.
2. Add recommended activities. For more information, see Adding Recommended Activities to an Objective.
3. Target accounts to the Objective. For more information, see Targeting Accounts to an Objective.
4. 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.
5. Optional: Associate promotions with an Objective. Objectives provide goals for retail sales representatives working with promotions. For more information, see Trade Promotions.
6. Optional: Change dates for the Objective. For more information, see Changing the Dates for Objectives.
7. 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.
8. Apply Objectives. For more information, see Applying Objectives.
9. Schedule store visits. For more information, see Scheduling Store Visits.