In today’s fast-paced business world, effective collaboration and clear task delegation are key to achieving success. One of the most powerful features for your team is the ability to assign parts of an account or opportunity plan to team members—and it’s more valuable than you might realize!
1. Leverage Team Member Insights
By incorporating input from your team members, you leverage their unique insights, experiences and learning, enriching the overall understanding of the Account or Opportunity. This collaborative approach enhances the quality of knowledge, ensuring a more comprehensive plan that aligns with different perspectives and expertise.
2. Reusability for Prioritization
When it comes to planning, the ability to assign parts of a plan to various team members is a game changer. By breaking down larger initiatives, such as Strategy Maps, into actionable segments you can more easily prioritize what needs attention each year ensuring consistency during the planning process.
3. Visibility on the Activity Page
Every assignment will be visible on the Activity tab, allowing for full transparency to your team’s activities.
Assign Parts of an Account or Opportunity
Whether you’re revisiting plans or adjusting in the moment, assigning parts of an account or opportunity plan makes collaboration seamless and sets your team up for greater success. Make sure you’re taking full advantage of these tools to improve your account management and opportunity planning efforts by assigning from the plan’s Table of Contents today!
As always, reach out to Revegy Support if you need assistance.
