Account Planning and Execution Advanced Functionality

Admins can enable the following advanced functionality for users: 

Managing Account Information

• Account Plan Sharing
• Account Plan Notes
• Apply Product Plan Button
• Calculating Account Plan Progress Using the Account Plan Hierarchy
• Supporting Custom Objects in the Account Plan Hierarchy
• Managing Call Objectives in Plan Tactics
• Product Plans
• Product Tactics and Strategies

Using Account Plans

• Using the Apply Product Plan Function
• Account Hierarchy Overlay
• Account Plan Deep Cloning
• Using the Veeva-Provided Custom MyInsights Account-Based Selling Page
• Account Tactics
• Plan Tactics
• Using Action Items for KAMs
• Working with Multiple SWOT and Goal Records
• Exporting Account Plans to PowerPoint