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Targeting Accounts to Objectives

You need to associate one or more accounts to an objective. Accounts associated with objectives are referred to as target accounts. When you apply the objective, the objective's activities are used as templates to create activities for each of the target accounts.

The accounts that are available as targets are those accounts that belong to the organization for which the user is an account team member.

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

To add a target account to 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 to which you want to add a target account.
3. Click the Target Accounts view tab.
4. In the Target Accounts list, query for and select the account that you want to add.
5. Click Commit.

   The account is added to the Accounts list and becomes a target account for the objective.

After you add a target account to an objective, you can delete the account if it no longer is associated with the objective. For information about target lists, see information about global target list management in Siebel Applications Administration Guide.

To delete a target account from 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 from which you want to delete a target account.
3. Click the Target Accounts view tab.
4. In the Accounts list, select the account that you want to delete.
5. Click Uncommit.

   The account is deleted from the Accounts list and is no longer a target account for the objective.