The first thing you see when you open an Account Manager plan is the Plan Overview. This gives you a high-level view of the current state of the plan.
The overview is organized into panels, each of which shows the essential details from a different area of the plan.
- Plan Activity
- Chatter
- Objectives and Actions List
- Account Summary
- Team Members
This gives you essential activity-related details, and a graph of the evolving value of opportunities on the Account Manager plan.
This shows the most recent post in the Chatter feed associated with the Account Manager plan.
This gives you a summary of the objectives and actions that exist on the Account Manager plan.
This is where you go to focus on a single account in the Account Manager plan, and get its key details.
This gives you a quick way to see which members of the team are engaging with the Account Manager plan.