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Siebel Consumer Sector Guide > Deductions > End-User Procedures >
Creating Deduction Activity Plans
An activity plan is a group of predetermined activities that embody the policies, procedures, and best practices for managing deductions. Customer financial services managers, key account managers, and customer financial services representatives can create activity plans by selecting from predefined templates.
To create deduction activity plans
- Navigate to the Deductions screen, and select a deduction record.
- Click the Activity Plans tab, add a record, and complete the fields as required.
Click the down arrow in the Template field to select a template that includes all the predefined activities recommended for resolving this type of deduction.
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Siebel Consumer Sector Guide Published: 18 April 2003 |