Creating Campaign Quota Plans

Use the following procedure to set up a quota plan for your campaign.

To create a quota plan

1. Navigate to the Campaigns screen.

2. Click the campaign name.

3. Click the Design view tab.

4. In the Design link bar, click Quotas.

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

6. Complete the fields for the quota plan.

   The following table describes some of the fields.

   Field	Comment
   Active Flag	Set to True when you create the quota.
   Description	Description of the quota plan.
   End	Populated when the Period field is completed.
   Internal Division Name	The name of the internal division associated with this quota.
   Period	(Required) The time period for which the quota is active.
   Plan Name	(Required) Enter a relevant name for the Quota Plan.
   Start	Populated when the Period field is completed.