To see an account plan's Chatter feed, click the Show Feed icon in the top right of the account plan page.
The account plan's Chatter feed is updated when:
- The plan is created (if the user selects the Post to Chatter option in the Plan Setup wizard).
- The owner of an Altify action, created against an objective on the plan, is set. (This does not apply if the action has been converted to a Salesforce task.)
You can also configure an automatic monthly summary to be posted on the account plan's feed.
A team member's personal Chatter feed is updated when the person is added to the account plan as a team member.
On a Chatter feed, users can also:
- Post comments
- Share files, links and posts
- Create poll questions
Note: The Show Feed button is disabled when the Chatter group is archived.