Account Plan in the Scout Chrome Extension

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Introduction

Account Plans allow your organization to create account-specific strategies for each of your target accounts. This visibility between teams helps further orchestration efforts, and close deals  efficiently.

Use the Account Plan field to create comprehensive plans, include links, and reiterate key points to the buying/decision-making process. You access the Account Plan field by clicking the Account Plan icon in the left panel. After you enter your information, click Save

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