Creating an activity budget

  1. Select Customer Lifecycle Management > Budget.
  2. On the Budget page, select a User, a Sales Team, or an Account.
  3. From the list of Users, Sales Team, or Accounts, select a record.
  4. Click New Activity Budget.
  5. Specify this information:
    Activity Type
    Select the activity type from the list.
    Specify the budget value.
  6. Specify the period type and duration dates.
    Budget values are distributed based on the period type and duration.
  7. Optionally, specify information on any of the fields in the Extra section.
  8. Click Create.