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Creating Activity Templates

Administrators create Activity templates, which are blueprints for sets of activities. End users can invoke activity templates to create activity plans. For more information about creating activity templates, see Siebel Applications Administration Guide.

This task is a step in Process of Managing Account Promotion Deductions.

To create an Activity plan template

1. Navigate to the Administration - Data screen, then the Activity Templates view.
2. In the Activity Templates list, create a new record.
3. From the Type field drop down list, select the appropriate value.
4. Click the Activity Template Details view tab, and create new records as necessary.