Answering Questions on the Plan Details Page

This table explains the features you see when you are answering a question on the Plan Details page:

Item	Description
Triangle icon [1]	Expand the section by clicking the triangle icon. For plan details questions, each expandable section corresponds to a section heading. For account details questions, each expandable section corresponds to an account.
Info [2]	For guidance on how to answer the question, hover over the info icon.
Attachments [3]	To add an attachment file to the question, click the paperclip icon.
Note icon [4] and answer drop-down options [5]	To answer a question: For a plan details question, select one of the answer drop-down options. Click the note icon to add the text. For a account details question, click the note icon and type your answer.
Last-modified date [6]	The last-modified date is updated when you make any update to a question's answer.
Quicklinks [7]	Additional resources are available on some plan details questions. Click the Quicklink icon to access these resources.

Tip:  

- 'Account Goal' is a default question for Enterprise Account Plans. The goal should be specific with a quantitative (revenue) and qualitative (relationship) component. A new account team member should easily understand what the team is trying to achieve.

- Where attachments are added, a brief summary of the content of the attached file should be provided.

Account details questions do not have answer drop-down options or Quicklinks.

You answer the question by adding notes and/or attaching files.

Tip:  

- Questions for targeted accounts are an initial priority. Examples of targeted accounts are highlighted below.

- Where attachments are added, a brief summary of the content of the attached file should be provided.

Note: If you specify a web address or a Twitter handle (any text starting with "@" followed by alphanumeric characters), this is automatically converted into a hyperlink.