To configure this feature:

1. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   product_plan__v	CRED	n/a	active__v description__v product__v name__v product_plan_status__v	edit
   product_strategy__v	CRED	n/a	active__v description__v product_plan__v name__v strategy_type__v	edit
   product_tactic__v	CRED	n/a	active__v description__v name__v product_strategy__v type__v	edit

2. Create a tab for the product_plan__v object.
3. Grant users access to the created Product Plans tab.

Activity can be tracked against product strategies and tactics on the call report. To configure product plan usage in the call report, see the following:

• Medical Discussions
• Product Discussions

Product plans cannot be deleted once the related strategies and tactics are referenced by an in progress or submitted call.

To create a product plan:

1. Navigate to the Product Plans tab.

   

2. Select the Create button.

   

3. Enter a Product Plan Name.
4. Enter a Product.
5. Select Save.

After creating the product plan, KAMs can associate call discussions and medical discussions to product strategies and product tactics. For more information, see Customizing Product Discussions on the Call Report and Medical Discussions.