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

Assigning Campaign Quota Plan Participants


Assign eligible participants to your quota plan using the Participants view tab.

To add participants to the campaign 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 tab.
  4. In the Design link bar, click Quotas.
  5. In the Quotas list, drill down on the plan name.

    Quota objectives appear in the Quotas list.

  6. Click the Quota Plan Participants view tab.
  7. In the Participants list, create a new record.
  8. In the Pick Position dialog box, select the people targeted for quota plan participation, and click OK.

Repeat this procedure to add other participants.

Siebel Marketing User Guide