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The following toggle switches control the tabs available in the Account Plan:
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Enable Team Members - Enables Team Members tab on Account Plans
Enable Activities - Enables Actions tab on Account Plans
Enable Files - Enables Files tab on Account Plans
Enable Initiatives - Enables Initiatives tab on Account Plans
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Result in the Account Plan Overview:
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The following toggle switches control the sections available in the Account Plan Whitespace modal
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Enable Whitespace Opportunities - Enables the Opportunities section
Enable Whitespace Potentials - Enables the Potentials section
Enable Competitors - Enables the Competitors section
Enable Total Available Market - Enables the Total Available Market section
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Result in the Whitespace Modal:
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Potential to Opportunity Convert Methods
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Controls how a Potential can be converted to an Opportunity.
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Options:
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Potential to Opportunity Convert Methods
Disabled - Does not allow conversion.
Select Only - (Currently Inactive - August 2023) Limits the conversion of a Potential to an Opportunity to Select Only
Convert or Select - Default setting, offers a choice to either convert a Potential to an Opportunity or to Select the Potential only.
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Hides the option to remove the Primary Plan option status from the Account Plan
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Results:
With the feature disabled, the ‘Remove Primary Plan’ State’ is present.
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With the feature enabled, the ‘Remove Primary Plan’ State’ is not present:
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Custom Fields & Mapping tab
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