Siebel Applications Administration Guide > Activity Plans and Sales Methods >

Process of Administering and Using Activity Plans

To administer and use activity plans and sales methods, complete the following tasks:

• 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)