01 Apr. 2014|
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After the template has been created, you can create an Action Plan for an Account, Opportunity, Contact, Lead, Campaign, Case or Contract. Other common use cases for Action Plans are: lead follow-up, customer on-boarding or a new product rollout. Action Plans by Salesforce Labs lets you create reusable task templates which helps to standardize the process and promote best practices at your organization while saving time and increasing productivity.
After the Action Plan is created, all of the activities are assigned and related to the campaign.
This is a huge time saver — rather than creating 10 separate task, you create one Action Plan!