Understanding Action Plans

Using the Action Plan program (P01401), you can create a grouping of related activities to use as a template. For example, you can set up an action plan for the activities that are required when you obtain a new customer, such as making follow-up calls and entering their information into the system. You can use action plans multiple times to create the same grouping of events and tasks.

After you create action plans, you can use them to create activities that are linked to various entities, such as address book numbers and CRM cases, using several JD Edwards EnterpriseOne CRM programs. When you link action plans to specific entities, the events appear on the assignees' calendars. The events and tasks that you create as part of an action plan are not actually created in the F01301 table until you link the action plan.

See "Linking Action Plans to Leads" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Sales Implementation Guide, "Setting Up Sales Methodologies" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Sales Implementation Guide, and "Managing the Sales Force" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Sales Implementation Guide.

See also:

• "Forms Used to Add Sales Team Members to Territories and Industry Groupings" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Sales Implementation Guide.