Workflow

An Account plan is a framework that you associate with a sequence of activities. The account plan usually has a specific objective such as ‘close sale’ or make appointment client’.

You create an initial activity and associate it with the account plant. When the activity is completed, the account plan automatically creates the following activity, based on the information in the account plan, including result of the activity. You just complete a chain of activities leading to a specific objective, with one or more alternative activities scheduled in the chain as required.

In addition to activities such as telephone calls, visits to clients or meetings, your account plan include steps such as email transmissions a print operation. A step can also specify that the first step or another account plan will be executed.