Forms Used to Work with Call Plan Templates

Form Name

FormID

Navigation

Usage

Edit {Call Name}

W01301B

Daily Sales Force Automation Processing (G90CA01), Activity.

Select the Call activity type and click Find on the Search for Activities form. Select the desired activity.

Daily Sales Force Automation Processing (G90CA01), Calendar. Click the activity link on the Calendar form.

Review the activity and click Call Plan to view the call plan template.

Manage {call plan name}

W90CA65C

Click Call Plan on the Edit {call plan name} form.

Review the call plan template.

Change the call plan template for this activity only.

Add Activity

W01301B

Click Add Activity on the Search for Activities form.

Add a new activity and attach a call plan.

Call Plan Template Select

W90CA65E

Click Call Plan. on the Edit {Activity Name} form.

Select the call plan template to use for the activity.