Printing Account Plans

Printing your Key Account Plans can be important. You can take them to important stakeholder meetings or use them in collaborative sessions. The standard SFDC print functionality is poor quality, so we have created a bespoke print function.

You can Print Key Account Plans using our custom template in the GSP Key Account Planner.

To do this:

1. Click the Print Button on the Key Account Page.
2. It will load you a preview.
3. When happy, you can click the print or download button.

You cannot customize this template. So if this is something you need to do, then please get in touch with us.