What is the frequency of designating sales reps to accounts? Is it during Yearly/Quarterly Accounts Review?
Hi Shanthi,
I believe Sales reps are assigned to accounts during the Yearly (Annual) Account Review. Assigning a sales rep to an account is considered a relatively stable relationship, so it is typically reviewed and set annually, updated only when organizational changes occur. Happy to discuss further.
Thanks for your response Millie.
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385
