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