Activating Activity Plans in G5
Purpose
Activating an Activity Plan on a Contact or Household assigns it a set of tasks specified in a template.
Steps
To start an Activity Plan for Household or Contact:
Navigate to the Contacts workspace. Open the record of the Contact or Household you want to start an Activity Plan for and go to the Activities tab of that record.
Click the Add button→Activity Plan→<Activity Plan name> to process the new Activity Plan dialog. This will open a new window with three tabs.
In the Detail tab, you can modify any of the fields as desired. If you are adding a large note and you want to view the entire note and edit it, click View/Edit Full Notes.
In the Steps tab, you can view the Activity Plan steps inherited from the template (Future Steps) and you can add any custom steps as needed (Assigned Steps).
Inherited steps will be created on their listed create date.
Custom steps will be created immediately on activation of the Activity Plan. To add a custom step:
- Click the Add Activity button on the right and select the type of activity to add.
- Follow all the same steps you would normally follow to create a new activity.
In the Related tab, you can associate the Activity Plan with a Campaign, Opportunity, Product, and/or Service Request. You can also create follow-up activities here.
Click OK when finished.
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