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Setting Up Relationship Plans
View topic for Setting Up Relationship Plans
Chapters
Relationship Plan Components
Topics
About Relationship Plans
Process Overview of Relationship Plan Setup
Defining Plan Groups
Defining an Action
Setting Up Messages and Scripts for Association with Relationship Plans
Defining Messages
Generating Messages
Creating the Relationship Plan
Creating a Condition for the Relationship Plan
Adding or Modifying Relationship Plan Conditions
Enabling Relationship Plans in Application Modules
Running the Relationship Plan Assignment Engine
Modifying Relationship Plan Lookups