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 GSP Key Account Planner template.

To do this:

• Click the Print Button on the Key Account Page.

• A preview of your exported Account Plan will be displayed. When happy, click the “print” or “download” button.

You cannot customize this template. If you need to do so, please get in touch.