Siebel Partner Relationship Management Administration Guide > CHAMP Planning > Creating Initiatives >

Adding an Initiative

Begin by adding the initiative.

To add an initiative

  1. Navigate to the CHAMP Planning screen.

    2. From the Show drop-down list, initiatives should be chosen by default.

  2. In the Partnership Initiatives list, click the menu button, then click New Record.
  3. Enter information about the initiative in the fields of the new record and the fields of the More Info form.

    4. Field
    Comment
    Name
    Enter a name for the initiative.
    Description
    Enter a description of the initiative for your own use.
    Period
    Select the period for which this initiative is valid.
    Start Date
    The start date of the selected period is entered automatically, based on your selection in the Period field. This is a read-only field.
    End Date
    The end date of the selected period is entered automatically, based on your selection in the Period field. This is a read-only field.
    Target Market
    Select the market segments toward which this initiative is targeted.
    Target Amount
    Enter the target amount of money you expect this initiative to generate.
    Target Quantity
    Enter the target quantity you expect the initiative to achieve. For example, if the goal of the initiative is to get new customer accounts, enter the number of new accounts you hope to get.
    Actual Amount
    After the period of the initiative has ended, you will enter the actual amount of money this initiative generated.
    Actual Quantity
    After the period of the initiative has ended, you will enter the actual quantity this initiative achieved.
    Active
    This read-only field indicates whether the initiative is still active. It is automatically set to true on the start date and set to false after the end date.


 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003