Siebel Consumer Sector Guide > Objectives > Administrator Procedures >

Creating an Objective

You must complete this task before performing the remaining tasks in this chapter.

To create an objective

  1. From the application-level menu, choose View > Site Map > Data Administration > Objectives.
  2. In the Objectives list, add a record, and complete the necessary fields.

    3. Some of the fields in the Objectives list are described in the following table.

    Field
    Comments
    End Date
    The ending date of an objective. It must fall within the objective's time period.
    Objective
    The name of the objective.
    Description
    The purpose of the objective.
    Type
    The type of objective being created; for example, a promotion or a marketing type of objective. Selecting the type of objective does not drive any other functionality within the product.
    LOV Type: SOURCE_TYPE
    Parent Objective
    The name of an objective's parent objective, if applicable. The parent objective defines some of the criteria for all of its child objectives. for instance, child objectives are constrained to the products associated with the parent objective, if any.
    You can create parent objectives without completing the Parent Objective field. You must complete the Parent Objective field when creating child objectives.
    Parent-child relationships between Objectives can be viewed in the Objectives Explorer view.
    Period
    The period of time during which an objective must be completed.
    Start Date
    The beginning date of an objective. It must fall within the objective's time period.
    Organization
    The organization will constrain the target accounts that will be available to associate to the objective.
    Team
    Multiple people can be assigned to the Objective's team, and any user with the ability to create objectives can assign objective team members.

    If you wish to create recurring objectives, you can:


 Siebel Consumer Sector Guide 
 Published: 18 April 2003