Editing a Sales Plan

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You can edit a sales plan to:

  • update the sales plan description and/or objectives, accomplishments
  • edit/remove endorsements
  • edit details such as sales plan stage, primary intent, engagement brief and other details
  • update custom and/or company fields

Steps:

  1. Navigate to the Sales Plan that you want to edit.
  2. You can update one or more sections of the sales plan.
  3. Click Edit in the section that you want to update. Edit is only highlighted when you hover in that section.
  4. Make your updates.
  5. Click Save.
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