Siebel Life Sciences Guide > Managing Account Contacts in Life Sciences > Managing Account Contacts >

Creating a New Targeting Period

In order to load and activate a new set of Accounts Contacts target lists and targeting information a new Accounts Contacts Period record must first be created by the administrator.

To create and set up a new targeting period

1. Create a new period for Account Contact Planning as follows:
   1. Navigate to the Administration - Data screen, then the Periods view.
   2. Create a new period and complete the following fields on the form that appears:
      • Period. Enter a name for the period.
      • Start. Enter the start date for the period.
      • End. Enter the end date for the period.
2. Set up the period for account-contact affiliation as follows:
   1. Navigate to the Accounts Contacts screen, then the Administration view.
   2. In the Administration list, create a new record and complete the necessary fields.

      Some fields are described in the following table.

      Field	Comments
      Period	Select a target period from the Pick Period dialog and click OK.
      Name	Enter a name for the contact.
      Description	Enter a description for the accounts contact.
      Status	(Read only) Indicate the status of this period. (In Progress, Lock, Active, Obsolete, Error).
      Request Id	(Read only) The activation process identification number. Drill down into the Process Information screen to check the status of the activation process.
      Error Messages	(Read only) Displays an error message if the activation process fails.

   3. Select Help, then About Record, and note the Record # (Row Id) of the new period.

      This Row Id is used by the Administrator to create a flat file which maps the new Period to the new Accounts Contacts Target List and Targeting information so that the data can be loaded through the Accounts Contacts EIM tables. For more information about importing data with Siebel EIM, see Importing Data with Siebel EIM.