Plans (Executive)

How to manage plans in SalesLink - Executive.

Territory Plans

Click the Territory Plans link under CUSTOMERS in the top navigation bar. The Plan List page displays.

This page displays a detailed table of all current territory plans organized by region. Click on the Pencil icon at the right of the table to view that plan’s details.

To filter the table:

1. Select the fields you want to filter by at the top of the page.
2. Select a year to filter by.
3. Click the [Filter] button.

Account Plans

Click the Account Plans under CUSTOMERS in the top navigation bar. The Plan List page displays.

This page displays a detailed table of all current account plans organized by region. Click on the Pencil icon at the right of the table to view that plan’s details.

To filter the table:

1. Select the fields you want to filter by at the top of the page.
2. Select a year to filter by.
3. Click the [Filter] button.