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Account Planning: Reps and Managers 25 min

Course Overview

Getting Started

Account Planning Overview & Use Cases 2 min

Creating a New Account Plan 1 min

Account Scorecard

Account Scorecard Overview 3 min

Executing Your Account Scorecard 1 min

Account GPT Overview 3 min

Account Whitespace Map

Account Whitespace Map Overview 2 min

Visualizing Your Whitespace 2 min

Managing Business Units in Whitespace Maps 3 min

Additional Account Planning Features

Team Members 2 min

Sharing your Account Plan

Account Plan Export 2 min

End of Course Survey

End of Course Survey

details

Account Whitespace Map Overview

Summary

Summary

Learn how to leverage Account Whitespace Maps to visualize where opportunities exist within your accounts.

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Account Whitespace Map Overview

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