Create Business Plans

You create a business plan by selecting a type of plan and then adding objectives to it. The type of a business plan helps you to differentiate between business plans. The types you can create are: partner and account.

The procedure to create a business plan is the same for both partner and account. These steps represent a flow for creating an account business plan:

1. Sign in to the sales application as a sales manager.

2. Click the Business Plan icon on the home page.

   A list of business plans appears.

3. Click Create Business Plan.

4. Enter the name of the plan.

5. Select an account from the Account drop-down list.

6. Define the period for the objectives that you want to achieve, in the Period field.

   By default, the current year is displayed. You can change the period to year, quarter, or period.

7. Select a type from the options Regional and Global.

   The current user is the owner, by default.

8. Select a status for the plan. Initially, the status is Draft.

9. Click Save and Continue.

   You automatically navigate to the Edit Business Plan page.

10. Modify your business plans if required, and click Save and Continue.

11. Click the SWOT Analysis subtab to analyze the strength and weakness of your business plan.

12. Click the Activities subtab to add tasks to your plans.

13. Click Save and Close.