1. Applications Administration Guide
  2. Process of Analyzing B, C, and D Accounts

Process of Analyzing B, C, and D Accounts

To analyze B, C, and D accounts, perform the following tasks:

  1. Entering Details of the Account

  2. Reviewing Opportunities

  3. Reviewing Organizational Analysis

  4. Reviewing Marketing Events

  5. Reviewing Partners

  6. Reviewing Objectives and Action Plans

This process is a step in Roadmap for Managing Portfolios.