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Siebel Consumer Goods Guide > Objectives >
About Configuring Objectives
This topic contains information that might be useful when configuring the objective features. The procedures documented in this chapter include buttons that invoke specialized methods, as described in Table 24.
Table 24. Buttons And Methods For Objectives Configurations
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Apply |
ScheduleVisits |
For all the recommended activities in the objective, copies the activities and associates them with each account in the objective. The assignment of the activities depends on the way the recommended activities are set up. (See Table 25.) |
Applet Layer |
Commit |
CommitAccnt |
Writes account names from temporary targeting tables to permanent tables where objectives are stored. |
Applet Layer |
If you use Territory Management, you must flag each recommended activity as Assign to All or define a role or category to which the activity is assigned. Table 25 shows the ways to assign activities if you use Territory Management.
Table 25. Ways to Assign Activities If You Use Territory Management
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Y |
N |
Y |
Creates one activity record for each team member, and marks each record as a routine activity. |
Y |
N |
N |
Creates one activity record and assigns all team members to the same activity. |
N |
Y |
Y |
Creates one activity record and assigns a specific team member based on the member's role-category match and marks the activity as a routine activity. |
N |
Y |
N |
Creates one activity record and assigns primary and specific team members based on the member's role-category match. |
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