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Activity Templates

This module allows you to automatically generate activities for processing work. You have the ability to generate activities for whatever function you are currently performing. Activities can automatically be generated for an account, contact, opportunity, or service request. Activity templates allow administrators to define standard processes for managing an opportunity or handling a service request.

You use activity templates primarily for processing work. You can create activities with dynamic due dates and assign an activity to any user on the system. See Applications Administration Guide for more information.


 Siebel Business Process Designer Administration Guide for Financial Services 
 Published: 22 May 2003