Siebel Life Sciences Guide > Setting and Achieving Objectives >

Process of Setting Up Objectives

This topic details sample tasks often performed by administrators and end users when working with objectives. Your company might follow a different process according to its business requirements.

Administrator Procedures

The following list shows tasks typically performed by district managers or marketing administrators. Although some companies choose to allow sales representative to create their own objectives.

1. Creating an Objective
2. Creating Recommended Activities for an Objective
3. Targeting Accounts to an Objective
4. Loading Actual Amount Fields Using EIM

End-User Procedures

The following list shows tasks end users typically perform when managing their objectives:

1. Creating an Objective
2. Reviewing Objectives
3. Charting Objectives