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Mapping action plans

Mapping out the action plans for your organization before you implement the Opportunity Management module helps you build action plans quickly and correctly.

  1. Interview stakeholders to determine what processes your organization uses and what are considered "best practices."
  2. For each action plan, map out the stages (high-level view) of the process. Specify the win probability for each stage and the change in opportunity status when each stage is complete.
  3. Plan the detailed tasks within each stage. Assign relative start dates and the duration of each task.
  4. Determine if notes should be attached to tasks. Be aware that notes are not included in the task list and must be accessed separately.

See Also

Building action plans

Concepts and Terms: Action plans

Tips for planning action plans


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