Pre-defined tasks that take place in a certain order and in a specific timeframe. Action plans are made up of stages and tasks.
A major milestone in the project. A stage may include tasks, notes, documents, and email notifications. Project status and win probability can be updated automatically at each stage completion, or manually at any time.
A minor milestone in the project. Users open tasks, update them with comments, and mark them completed. Completing tasks advances the action plan.
Notices to internal staff that are predefined during action plan building. Notes have no timeline designation and must be marked complete to advance the action plan.
Action plans advance by:
This allows the action plan to define "best practice" and allows users to work within that best practice for the needs of the prospect.
10.6 Production Release. Updated 2/20/2006 1:20:12 PM
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