Understanding Call Plan Templates

Use the Call Plan program (P90CA65) to create call plan templates for different purposes. For example, you might have a new customer template, a template for introducing new products, one for unhooking competitors' customers, and so on.

The only required field when creating a new template is the Name field. However, you might also want to enter values in the Purpose and Premise fields, as these fields appear on the grid when you search for call plan templates from the Activity and Action Plan programs.

When you create a call plan template, you can specify whether to make it the default template. When you select the Default Template check box, the current template becomes the default template.