Siebel Consumer Sector Guide > Objectives > Administrator Procedures >

Targeting Accounts to an Objective

You can apply one or more target accounts to objectives. The target accounts that will be available are those that belong to the organization of which the user is an account team member.

NOTE:  The Account Targeting module is designed for end users, such as retail sales representatives, who have local data access and are not continuously connected to a network. For more information, see Account Targeting.

To target an account to an objective

  1. From the application-level menu, choose View > Site Map > Data Administration > Objectives.
  2. In the Objectives list, select the objective to which you want to add a target account.
  3. Click Target Accounts view tab, add a record and complete the necessary fields.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003