Assigning Action Plans

Top  Previous  Next

Action plans consist of sequential tasks to be accomplished in order to carry out specific business activity, such as a product sale. The plan also explains in detail how to carry out each individual task. You can create action plans using Action Plan Editor. These action plans can be reused as templates. For more details, refer to Using Action Plan Editor.

You can add new action plans in the Accounts and Help Desk modules. For more details, refer to Adding an Action Plan.

Action plans, created in the Accounts and Help Desk modules, can be accessed from the My Home Page module. This module displays a dashboard that provides an overview of the assigned action plans for you, as shown in Figure 1. On selecting an action plan from the options, an overview of the plan is displayed in My Dashboard specifying the number of phases and plans in each phase, as shown in Figure 1. The page also contains all accounts and help desk related action plans assigned to the selected user. The page gives the following details of action plans:

The action plan name
Action required
Person assigned
The prospect name
Weekly potential details
The current phase
The days in phase
The days active
Values from plan
The date and time when the plan was last updated

The action plans requiring action are highlighted.

 

Actionplan_dashboard

Figure 1 The Action Plan Dashboard Page