• Exporting a Sales Plan
• View all Metrics and Hide a Metric
• Overview of Sales Plans App
• Creating a New Sales Plan
• Setting up Objectives & Accomplishments on your Sales Plans & Solutions
• Adding Audience Information to your Sales Plans & Solutions
• Adding Sales Plan Details
• Adding Comments to Sales Plans/Solutions/Opportunities/Assessments or Partner Programs
• Assigning Tasks in Sales Plans, Solutions, Opportunities, Assessments and Partner Programs
• Adding Expenses to Sales Plans, Solutions, Opportunities, Marketing Plans, Marketing Activities, and Partner Programs
• Adding Files, Links, Content Items to Sales Plans/Solutions/Opportunities/Assessments
• Sharing a Sales Plan
• Sharing Multiple or All Your Sales Plans
• Sharing Your Sales Plans, Solutions, Opportunities, Assessments and Partner Programs with Companies
• Joining a Sales Plan
• Cloning/Copying a Sales Plan
• Editing a Sales Plan
• Archiving/Deleting a Sales Plan
• Removing (Withdrawing) Members From Multiple or All Sales Plans