Understanding Call Plans

You can use the Activity (P01301) and Action Plan (P01401) programs to create call plans. Call plans provide sales representatives with templates that contain question prompts, goals, and reminders about the type of sales call on which they are working.

You can associate a call plan template with an activity or an action plan. When viewing the call plan form from either the activity or action plan, you can change the templates that are associated with the call plan. For example, when speaking with a customer you might think of additional questions you would like to ask that are specific to this customer. You can add the questions and save the updated template. When you save the changes, the system creates a copy of the original call plan template, and associates it with the activity or action plan. The original call plan template is not affected.