Administrator Setup Procedures

The following list shows tasks that administrators typically perform to manage objectives:

1. Creating Objectives

2. Creating Recommended Activities for Objectives

3. Targeting Accounts to Objectives

4. (Optional) Adding Literature to an Objective, as described in Siebel Fundamentals

5. (Optional) Associating Objectives with Account Promotions

6. (Optional) Creating Child Objectives

7. (Optional) Changing the Dates for Objectives

8. Applying Objectives

9. Scheduling Store Visits