Creating Recurring Objectives

At some time you might want to create recurring objectives. You can:

• Change the period of an existing objective

• Copy an existing objective and apply a new period to it

• Use a workflow to schedule monthly calls. For general information about workflows, see Siebel Business Process Framework: Workflow Guide.

  Note: Deleting an objective completely removes the objective from the system. If you are unsure about whether the objective is still active (and therefore should not be deleted), you can remove yourself from the objective’s team instead of deleting the record.