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

  1. Navigate to the Campaigns screen.
  2. Click the campaign name.
  3. Click the Design view tab.
  4. In the Design link bar, click Quotas.
  5. In the Quotas list, create a new record.
  6. Complete the fields for the quota plan.

    The following table describes some of the fields.

    Field
    Comment

    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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