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.
Example: Plan Details page for an Account Manager plan without Row Details questions
This is what the Plan Details page looks like for an account plan without Row Details questions:
In this example, the plan details question sections are collapsed.
The colored indicators show how many questions have been answered in each section [1]. Red indicates an answer with a 'negative' score, yellow a 'neutral' score, and green a 'positive' score.
Based on these scores, the software calculates the overall positivity or negativity (strength or weakness) of this section of the plan based on the questions that have been answered so far, and indicates this through the summary color indicator [2]. A section with no answered questions is gray.
Example: Plan Details page for an account plan with Row Details questions
This is what the Plan Details page looks like for a plan that includes Row Details questions.
Expand a section to see its individual questions.
Answering Plan Details questions
To answer a plan details question, select a drop-down answer option. In some questions, you also need to enter mandatory answer text.
The colored indicators give you a quick view of how many questions have been answered in each section [1].
Red indicates an answer with a 'negative' score, yellow a 'neutral' score, and green a 'positive' score.
Based on these scores, the overall positivity or negativity (strength or weakness) of this section of the plan is indicated by the summary color indicator [2].
For more information, see Answering Plan Details Questions.
Answering Row Details questions
A row details question is considered answered when any of the following are completed:
-
All Account Info fields are completed. Account hub configuration allows an administrator to include fields from the relevant Account record in a row details question. Account Info fields are not displayed for account division rows.
- The Details field contains text.
- An Attachment is uploaded.
The percentage indicator [3] shows how much progress you've made in answering questions for the account or division row. (You don't see this indicator when you access account details questions from the opportunity map.)
Note how some rows [4] do not include a percentage indicator. These are roll-up rows are on your opportunity map and Row Details questions are not provided for roll-up rows. However, if an account or division row is selected to show on a roll up, questions and an indicator are provided for the roll up row. For more information, see Account Structure page.