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Building action plans

Action plans are a workflow management tool. The Opportunity Administrator defines one or more default action plans that are available to Opportunity Managers. The managers create new opportunities, choosing from the default action plans and modifying them, if necessary, for the unique situation.

In This Section

Concepts and Terms: Action plans

Mapping action plans

Tips for planning action plans

See Also

Planning the Implementation

The planning process

Identifying Opportunity Types

Attaching document templates to an opportunity type

Determining roles and responsibilities


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