Joining a Sales Plan

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If a sales plan is discoverable, then, you can request to join one or more sales plans that are shared with your company.

Steps:

  1. On the Sales Plans Landing page, navigate to the Shared with <Company Name> section.
  2. You can search for a sales plan by access level or all sales plans by entering one or more keywords.
  3. Open the sales plan and click Request to Join. Request to Join window with a default message is shown.
  4. Click Request. 
    1. If the default setting for Can employees find and request to join is set at Yes for your company for this sales plan, then you will be added automatically.
    2. If the default setting for Can employees find and request to join is set at No for your company for this sales plan, then you will be added to the sales plan when an owner approves your request.
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