Associating Objectives with Account Promotions

You can associate objectives with account promotions. An objective provides the goal for an account promotion.

This task is a step in Process of Managing Account Promotions (End User).

To associate an objective with an account promotion

1. Navigate to the Promotions screen, then the Account Promotions List view.

2. Drill down on the Promotion field hyperlink for an account promotion record.

3. Click the Objectives view tab.

4. Create a new objective record, click the select button in the Objective field, select an objective in the dialog box, and click OK.

5. Complete the additional necessary fields.