Creating a New Activity Plan for a Deal

You can create a new activity plan for a deal. Use the following procedure to create a new activity plan for a deal.

To create a new activity plan for a deal

1. Navigate to the Opportunities screen, and then the Opportunities List view.

2. In the Opportunities list, drill down on the opportunity, and click the Assessments view. tab.

3. In the Assessments list, add a record, and complete the necessary fields.

4. In the Template Name field, select an activity plan template.