Provide Action Plan Templates

You can provide templates for users to create action plans. An action plan can improve the consistency of your document workflow by guiding the user to the right selection of document checklist items every time.

1. In the App Launcher, find and select Action Plan Templates, and click New.
2. Create an action plan template.
   1. Enter a name for the Action Plan Template.
   2. Select an Action Plan Type.
   3. For Target Object, select Lead.
   4. Save your work.
3. In the New Action Plan Template, under the Items subtab, click New Document Checklist Item.
4. Enter a name for the document checklist item, and select a document type, such as Referral.
   You can create more than one document checklist item. For example, your process may require a referral form and a driver's license.
5. Save your changes.
6. Click Publish Template.
   

   Note An action plan template can't be changed after it’s published. To make changes, create a template and remove the old one.