Account Plan Colleague Roles

What are Account Plan Colleague Roles?

Account Plan Colleague Roles allow you to define the other people within your business who will contribute to the success of your Account Plan. They allow you to formalize the contribution each person needs to make (rather than leaving it to chance!).

Remember, Colleague Roles are your co-workers. Use the Account Plan Contact Roles to track the influence of people who work for your customer.

How to Create an Account Plan Colleague Roles

• Start by clicking the Manage Account Plan button on the Key Account Plan Page:

• When the Pop-Up loads, click the Role Assignment Tile:

• Then, expand the Account Plan Colleague Role section of the page:

• Add in the users, via the search box, for whom you wish to assign colleague roles.

Note: You can only add colleagues with a Salesforce user record as Colleague Roles.

• Populate the Colleague Role values.
• Once you have added the Colleague Roles, click the Save button.