Defining Related Object Criteria for an Initiative

Use this procedure to define related object criteria for an initiative. The following steps apply to each criterion.

Prerequisites: You must create an initiative that can have leads before you can define related object criteria for the initiative.

1. Select Menu, and then Sales & Marketing, and then Initiative, and then Search.
2. Enter your search criteria in the Initiative Query zone.
3. Click Refresh.
4. In the search results list, click the link for the initiative you want to maintain. The selected initiative opens in the Initiative portal.
5. To define related object criteria for the initiative, click the Add link in the Related Object Criteria Overview zone title bar. (This zone is displayed for initiatives that can have leads.)
6. Select the business object that will define the initiative criteria and click OK.
   The base package provides a number of related object criteria types that attempt to link an account’s premise(s) to the lead. Each initiative criteria business object defines its valid comparison algorithm(s), operators and value(s). Refer to the maintenance maps of these business objects for details. For more information on eligibility criteria types, refer to About Related Object Criteria.
7. Enter a sequence number, description, and detailed description for the criterion.
8. Complete the Criteria Comparison section. Each business object defines the valid selections for: Algorithm, Comparison Operator, and Comparison Value.
   Refer to the embedded help on the maintenance map for more details on these fields.
9. Complete the Comparison Results section. Specify the action to take for each possible outcome of the comparison - meaning, If True, If False, and If Insufficient Data
   Refer to the embedded help on the maintenance map for more details on these fields.
10. Click Save.

Repeat steps 5 to 10 to add additional criterion for the initiative.