Enabling Overlapping Key Account Plans

Note: GSP Account Planning Best Practices advise against using this functionality. Businesses should have one Key Account Plan per period for their strategic accounts, where possible. Account Planning is a collaborative exercise and should be seen as such. However, we have made the app flexible to cater to specific business structures and requirements. If you are unsure how to use Key Account Plans effectively, get in touch.

By default, the GSP Key Account Planning App doesn’t allow you to have overlapping Key Account Plans for the same Account. To enable you to have overlapping Key Account Plans, take these steps:

1. Navigate to Setup.
2. In the Quick Find Bar, search for Custom Settings.
3. Click on Custom Settings.
4. Click on the Label: Account Plan Setting
5. Then click Manage.
6. To the left of the Default Label, click Edit.
7. Tick the Allow Overlapping Account Plans Checkbox.
8. Click Save.

If you wish to segment the Opportunities that link to an overlapping Key Account Plan, you must follow the steps in the Configuring Key Account Plan Teams Knowledge Base article.