Navigation: Home > Joint Sales > Sales Plans
- Click +Plan. Create Sales Plan window opens.
- Enter a Sales Plan Name.
- Select a Sales Plan Stage-In Execution, In Planning or Closed.
- Optionally enter a description.
- In the Settings section, choose a sharing mode:
- Owner Mode
- Partner Mode
- Check Allow employees of your company or active partners to join without invitation as participant if you want to do this.
- Click Save.