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Applying Objectives


After you add all the necessary information to an objective, you must apply the objective. Before you apply an objective, you can modify and update it before end users see its contents.

This task is a step in Process of Working with Objectives.

To apply an objective

  1. Navigate to the Objectives screen, then the Retail Objective List view.
  2. In the Objectives list, drill down on the Objective field hyperlink for the record.
  3. Click the Target Accounts view tab.

    CAUTION:  Before you click Apply, make sure that all objective information is correct. You can apply an objective only once. This restriction prevents creating multiple iterations of activities that might miscommunicate requirements to end users.

  4. In the Objective form, click Apply.
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