Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Reviewing Recommended Messaging Plans for Activities

During activity creation, sales representatives can record information about the account, contact, or product associated with the activity. Sales representatives can also review the recommended messaging plans for the activity (sales call, task, or appointment) if there are any recommendations. Messaging plan recommendations are based on segment matches and objective associations between the messaging plan and the sales call, task, or appointment as follows:

  • If the primary or secondary segment of a messaging plan matches the segment specified for the activity, then the Recommendation field for the messaging plan in the Available Message Plans section on the Call Detail page is populated with a full gold star.
  • If the primary or secondary objective of a messaging plan matches the objective specified for the activity, then the Recommendation field for the messaging plan in the Available Message Plans section on the Call Detail page is populated with a half gold star.
  • If there are no segment or objective matches between the messaging plan and the activity, then the Recommendation field for the messaging plan in the Available Message Plans section on the Call Detail page is populated with an empty white star.

For more information about sales calls, see Tracking Visits (Sales Calls) to Customers and Dropping Samples During a Sales Call. For more information about activities, see Calendar and Activities.

Use the following procedure to review the recommended messaging plans for activities.

To review recommended messaging plans for activities

  1. Select the activity for your visit.

    For instruction on selecting activities, see Finding Records.

  2. On the Detail page (Call, Task, or Appointment Detail) for the activity, scroll down to the Calls section, and open the sales call that you want to review.
  3. On the Call Detail page, scroll down to the Available Message Plans section, and review the list of messaging plans as follows:
    • A full gold star in the Recommendation field indicates a segment match between the messaging plan and the activity.
    • A half gold star in the Recommendation field indicates a match of objectives between the messaging plan and the activity.
    • An empty white star in the Recommendation field indicates that there is no match (segment or objectives) between the messaging plan and the activity.
  4. Click the message plan name link to open and review the messaging plan.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.