Action Plan Mapping

You can choose to have a new task created in the CRM whenever a CRM user selects an action as a Best Action and saves the applicable Blue Sheet or Gold Sheet. To implement this:

  1. If applicable, map the Best Action Plan item to write out to the Task table using the Blue Sheet Mapping page.

  2. If applicable, map the Action Plan item to write out to the Task table using the Gold Sheet Mapping page.

  3. Map the Action Plan fields to write out to the applicable Task table fields using the Action Plan Mapping page.

This mapping ensures that whenever a user changes a Best Action and saves it in Sales Access Manager, the CRM task record will be updated.

To access the Action Plan Mapping page:

  • At the Sales Access Manager Admin Tool Main Menu, click Field Mapping and then click Action Plan Mapping. The Action Plan Mapping page appears.



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