Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Process of Setting Up Campaign Quotas >
Creating Campaign Quota Plans
Use the following procedure to set up a quota plan for your campaign. To create a quota plan
- Navigate to the Campaigns screen.
- Click the campaign name.
- Click the Design view tab.
- In the Design link bar, click Quotas.
- In the Quotas list, create a new record.
- Complete the fields for the quota plan.
The following table describes some of the fields.
|
|
Active Flag |
Set to True when you create the quota. |
Description |
Description of the quota plan. |
End |
Populated when the Period field is completed. |
Internal Division Name |
The name of the internal division associated with this quota. |
Period |
(Required) The time period for which the quota is active. |
Plan Name |
(Required) Enter a relevant name for the Quota Plan. |
Start |
Populated when the Period field is completed. |
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