Editing a Sales Plan


You can edit a sales plan to:

  • Add/Update metrics for your sales plan. 
  • 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


  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. Pencil icon for editing is only highlighted when you hover in that section.
  4. Make your updates.
  5. Click Save.
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