If you create the steps for your activity plan template in a different order than you want them to be carried out, you can rearrange them.
To change the order of an activity plan's steps:
- Navigate to the Customize workspace.
- Click the Activity Plans tab.
- In the templates list, click the template that contains the steps you want to rearrange.
- Click the Steps subtab. The steps are arranged in the order that they will appear in NexJ CRM when the activity plan is used.
- Click the Edit button . The Edit Activity Plan Steps dialog opens.
- Select the step that you would like to change the order of and click the Up or Down buttons to move the step's order in the list.
- Click OK. The Edit Activity Plan Steps dialog closes.
The order of the activity plan's steps are rearranged.