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
- Account Plan Sharing Using the Account Plan Hierarchy
- 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
