The Objectives page is where you create and manage the account plan's strategy.
The whole team can get strategy ideas down quickly, and then collaborate to develop them into a shared strategy agreed by everyone.
These ideas take the form of objectives and actions.
- Objectives
- Actions
An objective is something that needs to be achieved to make the strategy a success. An objective contains the actions required to achieve it.
An action is a specific step that needs to be completed, either as part of achieving an objective or as an unassigned action in its own right.
The Objectives page has three main areas:
