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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
Actions
2 min
Files
2 min
Sharing your Account Plan
Account Plan Export
2 min
End of Course Survey
End of Course Survey
details
Account Plan Export
Summary
Summary
Use the Account Plan Export wizard to configure your Account Plan into a shareable PDF.
