Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Setting Up Campaign Quotas >

Creating Campaign Quota Plans

Use the following procedure to set up quota plan for your campaign. Then, using the procedures that follow, define the details of the quota plan.

To create a quota plan

1. Use the step in the following list that applies to your product:
   • In Siebel Marketing, navigate to the Campaigns screen.
   • In other Siebel applications, navigate to the Campaign Management screen.
2. Drill down on the campaign name.
3. Click the Design view tab.
4. In the Design link bar, click Quotas.
5. In the Quotas list, create a new record.
6. Complete the fields for the quota plan.

   Some fields are described in Table 21.

   Table 21.  Quota Plan Fields

   Field	Comment
   Active Flag	Automatically set to True when you create the quota.
   Description	Description of the quota plan.
   End	Automatically populated when the Period field is completed.
   Internal Division Name	The name of the internal division associated with this quota.
   Period	(Required) The time period for which the quota is active.
   Plan Name	(Required) Type a relevant name for the Quota Plan.
   Start	Automatically populated when the Period field is completed.