Create an Event Plan

Use these steps to create an event plan.

To create an event plan:

1. Under the Setup menu group, go to CRM > Event Plans.
2. Click +New Event Plan.
3. In the New Event Plan dialog box that displays:
   1. Enter a value in the Event Plan No. field. This is a required field.
   2. Specify a description for the event plan.
4. Click Create.