Account Plan with Salesforce Pack integration
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Action Plan

All key action items identified throughout the account plan for driving growth.
Add Opportunity Action Items
View open opportunities pulled in from Salesforce, associated with this account. Click Add AI to add Action Items to the list below.
Add Opportunity Tasks
2
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Add AIs
Opportunity Name
Stage
Close Date
1
Add AI
2021 Q1 True Up
Qualification
3/31/2021
2
Add AI
Upsell Deal
Needs Analysis
10/22/2021
3
Add AI
Expansion into PNW
Id. Decision Makers
11/16/2021
There are no rows in this table


Track Action Items
View all action items related to open opportunities, then update their statuses. Add more Details if necessary.
Clear sample data
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Related opportunity
Task name
Assignee
Status
Due date
Details
App design - Android
JB
James Booth
In Progress
Aug 1, 2020
2021 Q1 True Up
Send Signaling Emails
PR
Polly Rose
Pending
Sep 8, 2021
Fix Pricing Quote
JB
James Booth
Pending
Sep 20, 2021
Schedule a call
PR
Polly Rose
Pending
Sep 20, 2021
Regular Wed sync time could work.
reach out
SC
SiNing Chan
Pending
Oct 16, 2022
Upsell Deal
Upsell Deal
JB
James Booth
Pending
Sep 20, 2021
Free Service Support for Pro Package
JB
James Booth
In Progress
Sep 22, 2021
Expansion into PNW
Cross sell into a new dept.
JB
James Booth
On Hold
Sep 20, 2021
Set Intro Call with CMO


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