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Activity Templates and Activity Plans

Activity templates allow you to coordinate complex tasks into a predefined set of activities called an Activity Plan. You can select an appropriate Activity Template for the goal you want to achieve, which generates a list of activities associated with the Activity Template. This keeps you from creating a new list of activities for each sales call, corporate visit, and special event.

For instance, the following list of activities can serve as an Activity Template for a a corporate visit with clients for product demonstrations:

This set of tasks, when defined as a template, helps sales team members follow the steps your company recommends to prepare for a corporate visit. The list drives critical tasks and defines the recommended lead time for each activity within the template.

Activity Plans are groups of activities or subactivities related to successfully completing a business service. Frequently, activity plans incorporate a company's best practices. Using activity plans, you can locate, assign, schedule, and track the progress of related activities.

For example, each activity associated with a customer visit to corporate headquarters can be assigned to a different individual, and each activity can have a different due date. You can track the progress of all activities associated with the customer visit using the Activity Plan.

For more information on creating activity templates and plans, see Applications Administration Guide.


 Siebel Sales User Guide 
 Published: 18 April 2003