EFTA Document EFTA01371307
5. Account Planning Outcomes — This section is to be utilized to minute key takeaways from the account planning session and will need to be completed by a member of the team present at the meeting. In addition to the minutes all opportunities / follow up actions identified should be separately logged in dbForce for purpose of future tracking All RM teams will receive a separate email within the next 24 hours with the financial and pipeline information referenced in sections 3 and 4. In addi
Summary
5. Account Planning Outcomes — This section is to be utilized to minute key takeaways from the account planning session and will need to be completed by a member of the team present at the meeting. In addition to the minutes all opportunities / follow up actions identified should be separately logged in dbForce for purpose of future tracking All RM teams will receive a separate email within the next 24 hours with the financial and pipeline information referenced in sections 3 and 4. In addi
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