You’ve Earned Your Wings!

Learn More About Account Plans

Now that you know what Account Plans are and how they can help you best interact with accounts, you might be interested in learning how to configure or enable these features in Vault CRM. You can start here:

• Account Plans Overview
• Using Action Items for KAMs

Flight Simulator

Let’s practice! Try these exercises in your sandbox.

Challenge 1 - Create an Account Plan

Practice creating a new Account Plan.

Challenge 2 - Add some key stakeholders to the plan

Add some key stakeholders for the Account Plan you just created.