Adding an Account List to a Cycle Plan

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Account lists are lists of targeted accounts that can be created to quickly add accounts to a user’s cycle plan. Accounts can be grouped based on many things, for example, historical sales data, field input, or marketing initiatives. Cycle Plans allows both users and managers to quickly adjust their lists and plan and detail calls, given the appropriate permissions.

For example, Amy Adams needs to add a group of accounts for a new product, Cholecap, to Sarah Jones's account list. She creates and account list and then adds it to Sarah's cycle plan.

Ensure initial configuration is complete to use this functionality.

To add an Account List to a cycle plan:

  1. Open a cycle plan from the Cycle Plans Home screen.
  2. Select the Apply List button.
  3. Select a list from the Account List drop down box.
  4. Select OK.
  5. Edit the cycle plan details and enter the appropriate planned counts for each product.