You are browsing glossary terms with label account_plan

Account plan association Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

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Functionality in Salesforce.com which allows to link (or associate) one or multiple accounts to an Account Plan to indicate that these accounts are part of the strategy defined

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Account plan stage Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

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Definition

Stages defined in SFDC for Account Plans: not developed, fully developed, pending approval, approved, expired

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