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CRM: Cycle Plans

This section provides solution articles for Veeva CRM Cycle Plan issues. Cycle Plans (sometimes called Plans of Action) are lists of Accounts on the call activity plan for a sales rep to properly promote his company’s products and messages. Cycle Plans created by Sales Operations and Management can be loaded into Veeva CRM where sales representatives can review their plan and track their progress as they perform calls throughout the period. Additionally, the Cycle Plan functionality allows customers and their sales representatives to plan and track Product Details against specific targeted Accounts.