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Custom Attributes control Product Lines and Metrics to Whitespace used in Account Plan Templates.

  • Product Lines - Product Lines are the Product and Services or groups of Products and Services that your company provides

  • Metrics - Metrics are the measurable aspects that are most important to your Account Plan strategy.

Example of an Account Plan with Product Lines and Metrics deployed in the Whitespace:

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  1. Product Lines

  2. Metrics

Custom Attributes Layout and Navigation

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  • Name: Name of the Product Line or Metric

  • Type: Indicates Product Line or Metric

  • Field Type: Indicates the Field Type (example: Picklist, Number)

  • Field API Name: Autofilled

  • DB Status: Indicates if the Product Line or Metric is active

  • Description: Text informaiton about the Product Line or Metric

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