Skip to Content
author's profile photo Former Member
Former Member

Account plan/account planning

Hi CRM luvers,

Can any one tell me detailed configuartion steps regarding account planning in CRM 2007.

Ho to create account plan.

Priya

Add a comment
10|10000 characters needed characters exceeded

Related questions

1 Answer

  • author's profile photo Former Member
    Former Member
    Posted on Jan 14, 2009 at 04:43 PM

    got myself

    Add a comment
    10|10000 characters needed characters exceeded

    • Hello Priya Darshini,

      might I ask for what customer project do you want to implement Account Planning? I work in CRM Product Management and I'm responsible for Sales Account Planning. Currently I'm working on a specification to improve the Account Planning process in CRM and would be happy to get feedback from appropriate customer projects.

      Kind Regards

      Silvia Backes

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.