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Siebel Marketing Guide > Campaign Plans and Campaigns > Setting Up Campaign Quotas >
Defining Quotas for the Plan
After you define the quota plan, add quota objectives that participants must meet to receive incentives. Prior to adding new quotas, add the appropriate Quotas, Awards, and Plan Participants.
To add quota objectives to the quota plan
- Use the step in the following list that applies to your product:
- In Siebel Marketing, from the application-level menu, choose View > Site Map > Campaigns > All Campaigns Across Organizations.
- In Siebel Campaigns, from the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.
- In the Campaigns list, select the campaign and click the Quotas view tab.
- In the Quotas list, locate the quota plan and drill down on the Name hyperlink.
The quota plan details are displayed in the Plan Quotas form, and quota objectives are displayed in the Quotas list.
- In the Quotas list, create a new record.
- In the Add Quota Objectives dialog box, select an objective and click OK.
Repeat Step 4 and Step 5 to add additional quota objectives to the quota plan.
To edit quota objective values
- Use the step in the following list that applies to your product:
- In Siebel Marketing, from the application-level menu, choose View > Site Map > Campaigns > All Campaigns Across Organizations.
- In Siebel Campaigns, from the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.
- In the Campaigns list, select the campaign and click the Quotas view tab.
- In the Quotas list, locate the quota plan for which you want to edit objectives and drill down on the Name hyperlink.
The quota plan details are displayed in the form, and quota objectives are displayed in the Quotas list.
- Select the quota objective, and change values in the appropriate fields.
Some fields are described in the following table.
The modifications appear in the record when it is subsequently opened.
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Siebel Marketing Guide, Version 7.5, Rev. A Published: 18 April 2003 |