Every Account Manager plan has a plan type. You specify it when you are creating the plan. You can also change the plan type of an existing plan.
The plan type determines the structure and some of the contents of the plan. it includes:
- The questions shown in the plan, and the available answer drop-down values:
- Default solutions (affects new Account Manager plans, but not existing ones)
Your administrator can create new plan types or modify the ones already set up.
Setting up a portfolio plan
Setting up an enterprise account plan
Changing the Plan Type
If you switch the Account Manager plan to a different plan type, you don't lose any information.
The plan now includes the questions and other contents associated with the new plan type.
However, answers recorded on the questions associated with the old plan type are retained, so that if you switch ever back to that plan type, all of your original answers are restored.
In addition, data recorded on the opportunity map and objectives are unaffected by a change of plan type.