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
- Navigate to the Sales Plan that you want to edit.
- You can update one or more sections of the sales plan.
- Click Edit in the section that you want to update. Pencil icon for editing is only highlighted when you hover in that section.
- Make your updates.
- Click Save.