This chapter contains information about activity plans, activity templates, sales methods, and sales stages. It includes the following topics:

• About Activity Templates and Activity Plans
• About Sales Methods
• Scenarios for Activity Plans
• Process of Administering and Using Activity Plans
• Defining a Sales Methodology
• About Activity Assignment
• Creating an Activity Template
• Creating TAS Customer Milestone Templates in a Localized Application
• Deleting an Activity Template
• Setting a Default Sales Methodology (End User)
• Using an Activity Plan (End User)

For information about creating activity templates for field service activities, see Siebel Field Service Guide.