Adding Quota Objectives to the Quote Plan

The following procedure describes how to add quote objectives to a quote plan.

To add quota objectives to the quota plan

1. Navigate to the Campaigns screen.

2. Click the campaign name.

3. Click the Design tab.

4. In the Design link bar, click Quotas.

5. In the Quotas list, click the plan name.

   The quota plan details appear in the Plan form, and quota objectives appear in the Quotas list.

6. In the Quotas list, create a new record.

7. In the Add Quota Objectives dialog box, select an objective, and click OK.

   Repeat Step 6 and Step 7 to add additional quota objectives to the quota plan.