The account plan type determines the following:
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The questions that you answer when recording Account Details.
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The solutions that you can plan opportunities against in Potentials.
Note: Additional solutions cannot be manually added to an account plan. You can only plan against the default solutions that have been configured for the plan type by your Altify administrator.
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The functions that are available. For example, Account Details might be deactivated for your selected plan type.
You can change the plan type on the launchpad (as indicated below).
The plan type can also be changed at any time within the account plan. Select the plan type from the drop-down menu at the top of any page in your account plan (as highlighted below).
If an account plan is accessed from the opportunity map of an Account Manager plan (as highlighted in the example below), the plan type of the account plan is automatically set to the plan type of the Account Manager plan.
For more information regarding plan types, please speak to your Altify administrator.