Creating Programs

When you create a new program, you specify an objective, a type (for example, Cross-sell or Win-back), a status (Active, Completed, or Planned), a revenue goal, and a budget figure.

When you add organizations to a program, any campaign that you add to a program (using the program flow or program explorer) inherits the program's organizations. The campaign that you add retains any existing organizations and existing lead partner.

The organizations in the campaign represent the union of the program’s and campaign's organizations. After you add the campaign to the program, changes made to the organizations at the program are not reflected at the associated campaign level. Segments added to the program do not inherit the organizations. For more information, see Creating Campaigns.

Note: You can turn off the teams and organizations inheritance features in Siebel Tools. In the appropriate business component, change the User Prop value for the Copy Teams and Copy Organizations property from Y to N. For more information, see Siebel Tools Online Help.

You can attach documents and other files and view program stages and status. In addition, you can add team members, activity plans, events, and design the actual program flow, using a graphical designer workspace.