View Business Plan Lookups

You can view lookups that are supplied in a business plan and also add values to them. Lookups corresponding to business plan classes, business plan types, business plan statuses, and business plan team member functions have dedicated tasks namely:

• Manage Business Plan Classes

• Manage Business Plan Types

• Manage Business Plan Statuses

• Manage Business Plan Team Member Functions

Other lookups are covered by the Manage Business Plan Configurable Lookups task. To view business plan lookups:

1. In the Setup and Maintenance area, go to the following:

   • Offering: Sales

   • Functional Area: Customer Center

   • Task: Manage Business Plan Configurable Lookups

2. View the remaining lookup types.

3. Click any lookup type to see the lookup codes.