Applications Administration Guide > Activity Plans and Sales Methods >

Process of Administering and Using Activity Plans

This example process represents the tasks that are carried out in the course of administering and using activity plans and sales methods.

• Defining a Sales Methodology
• 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)