On the Plan Details page, you can capture background information and other research.
- At plan level, you capture this information in plan details questions. These questions are grouped into sections that map to your progress through planning and execution.
- At account level you can also capture this kind of information, if the relevant plan type has account details questions.
Plan details are determined by the plan type
Every plan is associated with a plan type, which determines the section headings, questions, and answer values that are included in the plan.
All plan types have plan details questions.
However, a plan type does not necessarily have to include any account details questions.
Example: Plan Details page for an account plan without account details questions
This is what the Plan Details page looks like for an account plan without account details questions:
In this example, the plan details question sections are collapsed.
The colored indicators show how many questions have been answered in each section [1]. Red indicates an answer with a 'negative' score, yellow a 'neutral' score, and green a 'positive' score.
Based on these scores, the software calculates the overall positivity or negativity (strength or weakness) of this section of the plan based on the questions that have been answered so far, and indicates this through the summary color indicator [2]. A section with no answered questions is gray.
Example: Plan Details page for an account plan with account details questions
This is what the Plan Details page looks like for a plan that includes account details questions.
Expand a section to see its individual questions.
Answering plan details questions
To answer a plan details question, select a drop-down answer option. In some questions, you also need to enter mandatory answer text.
The colored indicators give you a quick view of how many questions have been answered in each section [1].
Red indicates an answer with a 'negative' score, yellow a 'neutral' score, and green a 'positive' score.
Based on these scores, the overall positivity or negativity (strength or weakness) of this section of the plan is indicated by the summary color indicator [2].
Answering account details questions
An account details question is considered answered when either text or a file attachment has been added to it.
The percentage indicator [3] shows how much progress you've made in answering questions for the account.
(You don't see this indicator when you access account details questions from the opportunity map.)