Plan Details

On the Plan Details page, you can capture background information and other research.

  • At plan level, you capture this information in plan details questions. These questions are grouped into sections that map to your progress through planning and execution.
  • At account or account division level you can also capture this kind of information, if the relevant plan type has Row Details Questions.

Plan details are determined by the plan type

Every Account Manager plan is associated with a plan type, which determines the section headings, questions, and answer values that are included in the plan.

All plan types have Plan Details questions.

However, a plan type does not necessarily have to include any Row Details questions.