Sales Plans
Build joint sales plans with partners for success
- 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