Your home for documenting everything you and the team are working on with the account for the upcoming weeks, quarter, year.
How to delete sample data
Below are the key areas the team is working on to achieve the goal for this account. To clear this data and make it your own click the button here
Delete sample data
. Then, delete this section by clicking the 3 vertical dots to the left of this block and “delete”.
How to customize the table
You can customize the table how you’d like. If you want to change the initiatives, hover over the column title “Initiatives” and then select “Select List Options”. You can delete each option or start to write over and add more.
7️⃣ In order to add priority action plan items to the executive summary simply click the “Priority” emojis.