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Retail Execution at Your Fingertips
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            Create an Action Plan Template

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            Create an Action Plan Template

            You can create one action plan template and associate it to multiple visits.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
            1. From the App Launcher, find and open Action Plan Templates, and then click New.
            2. Enter a name and a description for the template.
            3. Select the Target Object as Visit.
            4. Select the Action Plan Type as Assessment Execution.
            5. Click Save.
             
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