Dear All,
Can anyone help me with an Account Planning Template for targeting a certain set of customers to achieve the quota?
Thanks in advance.
Hey @Tarpan Shah! Can you give me a little more detail? What are some of the fields you'd want to see? This might be something that we have created and could share. Thanks!
Hi Joe,
I am requested to Account Planning which should include Account hierarchy + potential of quota which can be attained from those accounts by conducting the different activities.
Regards,
Tarpan
Let me see what I can do, @Tarpan Shah!
If anyone else has ideas or feedback, please let us know!
