Siebel Marketing User Guide > Designing Marketing Programs > Using the Program Flow >

Adding a Stage to the Program


Use the following procedure to add a stage to the program, using the Program Flow workspace.

To add a stage to the program

  1. Navigate to the Programs screen.
  2. In the Programs list, drill down on the program and click the Design view tab.
  3. In the Program Flow workspace, select the Stage object from the palette and drag and drop it on the workspace.
  4. To complete stage details, double-click the stage object in the workspace.
  5. In the Schedule view tab, in the Details list, add or modify stage details, using Table 9 as a guide.

    NOTE:  To display more fields, click the Details menu button, choose Columns Displayed, and add the columns that you want to appear.

Table 9.  Fields in the Stage Detail Form
Field
Comment

Objective

Type the program's objectives.

Stage Code

The default is the record identifier for the stage. Change the identifier for the stage source code if desired, but make sure the value is unique.

Stage Name

Name of the stage. Change the stage name from the default value to something more meaningful such as Stage 1: Summer Program.

Summary

Type summary text that describes the stage's implementation.

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