The following topics help you learn about Account Planning and Execution, as well as help you configure key features.
Admins
- Account Plans
- Apply Product Plan Button
- Account Plan Sharing
- Account Plan Deep Cloning
- Product Tactics and Strategies
- Product Plans
- Using the Apply Product Plan Function
- Calculating Account Plan Progress Using the Account Plan Hierarchy
- Supporting Custom Objects in the Account Plan Hierarchy
- Account Tactics
- Plan Tactics
- Setting the Default MyInsights Account Profile
End Users
- Using the Veeva-Provided Custom MyInsights Account Plan Page
- Account Plan Notes
- Account Hierarchy Overlay
- Using the Veeva-Provided Custom MyInsights Account-Based Selling Page
- Using Action Items for KAMs
- Managing Call Objectives in Plan Tactics
- Working with Multiple SWOT and Goal Records
- Exporting Account Plans to PowerPoint
