Activity Plans and Sales Methods

This chapter contains information about activity plans, activity templates, sales methods, and sales stages. It includes the following topics:

• About Activity Templates and Activity Plans

• About Sales Methods

• About Activity Assignment

• Scenario for Managing Activity Plans

• Process of Administering and Using Activity Plans

• 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)