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Relating an Action Plan to an Opportunity Type

Note: The Opportunity Type of an Action Plan can only be designated when the plan is being created. Opportunity Type cannot be changed after the Action Plan is saved.

To relate an Action Plan to an Opportunity Type

  1. From Opportunity, select Set Up Module from the left navigation menu.
  2. Select the Action Plan tab.
  3. Click Add Action Plan.
  4. In the Action Plan definition window, use the Opportunity Type drop-down menu to specify the Opportunity Type to which you want the Action Plan related.

See Also

Relate Action Plan templates to Opportunity Types

Upgrading Action Plans created before iMIS version 10.6


ASI logo 10.6 Production Release. Updated 2/9/2006 12:53:46 PM
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