Insurance > Managing Insurance > Process of Performing Channel Planning
Process of Performing Channel Planning
Channel planning entails developing a strategy and planning activities performed by a channel manager for the channels under his or her responsibility.
To perform channel planning, do the following tasks:
- Create a business plan, see Business Planning.
- Create objectives for a business plan, see Objectives.
- Manage plan accounts, see Plan Accounts.
- Manage plan contacts, see Plan Contacts.
- Manage plan opportunities, see Plan Opportunities.
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