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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

Creating a New Account Plan

Summary

Summary

Learn how to locate, create, and iterate your Account Plans, through this Salesforce-embedded solution.

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Creating a New Account Plan

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