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. |