Creating New Awards

The following procedure shows how to create new awards.

To create new awards

  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 are displayed in the form, and quota objectives appear in the Quotas list.

  6. In the Administration - Sales Quota link bar, click Awards.

  7. In the Awards list, create a new record.

  8. Complete the necessary fields for the award.

    Some fields are described in the following table.

    Field Comment

    Amount

    In the field, click the arrow, and use the calculator controls to enter the dollar amount for the award. If the type is cash, then this value is the amount of cash given with the award.

    Award Date

    In the field, click the arrow, and use the calendar controls to specify the date the reward is given.

    Description

    Enter a description of the award.

    Name

    Enter a reference name for the award.

    Type

    Select the award type from the drop-down list. Options are Dinner, Cash, Trip, and Other. Your administrator can change these values to reflect your company’s requirements.