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Training Videos

Account Plan Pro: Creating a Plan

This training video shows you how to create an account plan in Account Plan Pro within the Lightning user interface.

Our phone number has changed to 408-781-2446.

Account Plan Pro: Detail on Creating Account Plans

This training video shows you how to create an account plan in Account Plan Pro. It shows the Classic UI.

Our phone number has changed to 408-781-2446.

Account Plan Pro: Detail on Dashboard & Reports

How to use dashboards and reports in Account Plan Pro is demonstrated in this training video. It shows the Classic UI.

Our phone number has changed to 408-781-2446.


Territory Plan Pro: Creating a Plan

This training video shows you how to create a territory plan in Territory Plan Pro within the Lightning user interface.

Our phone number has changed to 408-781-2446.

Territory Plan Pro: Detail on Creating Territory Plans

Check out this video to learn how to create a territory plan in Territory Plan Pro. It shows the Classic UI.

Our phone number has changed to 408-781-2446.

Territory Plan Pro: Detail on Dashboard & Reports

Review this video to learn how to use reports and dashboards in Territory Plan Pro. It shows the Classic UI.

Our phone number has changed to 408-781-2446.

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