Siebel Life Sciences Guide > Setting and Achieving Objectives > Process of Setting Up Objectives >

Targeting Accounts to an Objective

This task is a step in Process of Setting Up Objectives.

You can apply objectives to one or more target accounts. The target accounts that will be available are those that belong to the organization of which the user is an account team member.

In the Objective Targets view, add and view accounts and contacts targeted for an objective. You can display charts of progress toward a quantified goal for target accounts or target contacts. A variety of chart formats can be selected from the drop-down menu in the chart view.

NOTE:  For general information on creating and applying target lists, see Siebel Applications Administration Guide.

To specify target accounts or contacts for an objective

1. Navigate to the Objectives screen.
2. In the Objectives list, drill down on an objective.
3. Click the Targets tab.
4. Create new target accounts and contacts for the objective as follows:
   1. Click the Target Accounts tab, create new target account records and complete the necessary fields. You can select multiple records in the Add Accounts dialog box.
   2. Click the Target Contacts tab, create new target contact records and complete the necessary fields. You can select multiple records in the Add Contacts dialog boxes.

      NOTE:  You can also add accounts through the Target Accounts view (click Commit) and the Account Status view. You can also add contacts through the Contacts Status view.

5. In the Objective form, click Schedule to automatically create and schedule calls to the targeted accounts and contacts.

   The account calls and contact calls are scheduled for the current date and time.

6. Navigate to the Calendar screen, then the Daily view, and edit the start and end times for the account and contact call records.

NOTE:  Data for the Actual Amount fields in the Target Accounts and Target Contacts lists must be imported by the Siebel administrator. You cannot manually edit these fields. For more information, see Importing Data into Life Sciences.