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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:

1. Create a business plan, see Business Planning.
2. Create objectives for a business plan, see Objectives.
3. Manage plan accounts, see Plan Accounts.
4. Manage plan contacts, see Plan Contacts.
5. Manage plan opportunities, see Plan Opportunities.