Getting Started with Account Planning by GSP

Here are the simple steps to start using the GSP Account Planning app straightaway. There are additional ways you can...

You install the app directly from the AppExchange. Here’s the link to the GSP Account Planning AppExchange Listing. When you...

You can view the Key Account Plan associated with an Account from the Key Account Plans related list. To add...

The Account Hierarchy page relies upon the standard parent-child field on the Account. However, it uses this relationship to populate...