To complete this procedure, you must have Insert permissions for the Action Plan Library. |
You can create Action Plan templates, which can later be scheduled to create appointments and Hotlist tasks for Maximizer users and for specific entries.
- In the left navigation pane, click Administration and select Action Plan Library.
- Click Add.
The Add Plan Template dialog box opens.
- Enter the template name and description.
- Click Add and select Appointment or Task to add an activity in the template.
- Enter the appointment or Hotlist task details.
- In the Schedule activity fields, specify when to schedule the activity in relation to the start date of the Action Plan.
- In the Assigned to field or the Users tab, select a Maximizer user (or multiple users in appointments) to assign to the activity.
By default, the activity is assigned to the user who schedules the Action Plan.- Select the Personal or Personal Hotlist task option to mark the activity as personal, not associated with an Contact List entry.
- In the Schedule activity fields, specify when to schedule the activity in relation to the start date of the Action Plan.
- Click OK.
The activity is listed as part of the template.
- Repeat steps 4-6 for each activity in the template.
- In the Full Access and Read Access fields, select a user or group to make this Action Plan template accessible to only a particular user or group.
- Click OK to save.