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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.

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.

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.


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.

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.

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.