Siebel eFinance Guide > Commercial Loans > Administrator Procedures >

Activities Plan

The activities plan must be set up so that end users can accomplish and coordinate complex tasks. The activities plan creates a set of activities for the loan request. The end user can select a particular activities plan template and let the Siebel application execute or prompt the user for those activities.

For more information about creating an activity plan, see Siebel Call Center User Guide.


 Siebel eFinance Guide 
 Published: 20 October 2003