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Account Field with Text Answer

Account field questions with Text Answers allows Users to select answers from predefined fields propagated from the Account with an option to add text.

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• Open tasks are displayed directly in the body of Questions.

• Users can view all 'question tasks' by clicking on the Question name.

NOTE: August 23 2021 - updated image due Sept 1 2021

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• To view / edit a single Task detail or delete the task, click on the task subject line or the menu button on the right.

NOTE: August 23 2021 - updated image due Sept 1 2021

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• To complete the task, mark the check box or go to the edit mode and change the status. 

  • Completed tasks will move to the Action list

NOTE: August 23 2021 - updated image due Sept 1 2021

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Whitespace Layout and Navigation

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Whitespace Layout with Business Units defined in Template

1. Add Item - Adds selected Product Line or Metric as defined in the Template

2. Toggle Full-Screen mode - Toggles to and from full screen view.

3. Back - Returns to Account Plan List

4. Business Unit - Added individually from the ‘Add Item’ button in Whitespace work area

5. Product Lines - Product Lines are created in the Template and their status is defined in the Account Plan

6. Product Line Status - Indicates the status of the Product Line relative to the Business Unit (Open, Deployed, Competition, Competitor)

7. Metrics - Metrics are created in the Template and defined in the Account Plan

8. Menu Button - Edit information or Delete the Business Unit

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Example of Whitespace with information entered:

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Edit Product Line Status and Metrics from the Whitespace page

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