Siebel Marketing User Guide > Designing Marketing Programs > Setting Up a Program Flow >

Adding Stages to Programs


Use the following procedure to add a stage to a program, using the Program Flow workspace.

To add a stage to a program

  1. Navigate to the Programs screen.
  2. In the Programs list, click a program.
  3. Click the Design view tab.
  4. In the Program Flow workspace, select the Stage object from the palette, and drag it onto the workspace.
  5. To complete stage details, double-click the stage object in the workspace.
  6. In the Schedule view tab, in the Details list, add or modify stage details.

    Use the following table as a guide.

    Field
    Comment

    Objective

    Enter the program's objectives.

    Stage Code

    The default is the record identifier for the stage. Change the identifier for the stage source code if desired, but make sure the value is unique.

    Stage Name

    Name of the stage. Change the stage name from the default value to something more meaningful such as Stage 1: Summer Program.

    Summary

    Enter summary text that describes the stage's implementation.

    NOTE:  To display more fields, click the Details menu button, and then choose Columns Displayed.

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