Creating account plans through Handle saves you time by minimizing data entry, ensuring all the data you need is collected, and nothing is forgotten; it is also provides you a historical view of what has happened to understand future needs.
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Search Examples
Create saved searches for closed plans that did not met success criteria and/or search on keywords for specific problems and pressures.
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Available fields to search by and display in grid
- Owner
- Created On
- Pressures
- Proposed Solution
- Status
- Success Criteria
- Title
- Potential Execution Challenges
- Objective
- Success Criteria Met
- Problems
- Comments
- Projected Dealership Business Impact
- Plans
- Continuous Improvement
- Justification
- Other Dealership Impacts
- Projected Account Business Impact
- Risk Factor
- Other Account Impacts
- Other Risks
- Relationship Status
- Other Relationships
- Success Criteria
- Other Value Created
- Account
- First Name (Account)
- Last Name (Account)
- Email (Account)
- Work (Account)
- Mobile (Account)
- Delivery Address (Account)
- Delivery Apt/Suite (Account)
- Delivery City (Account)
- Delivery County (Account)
- Delivery Country (Account)
- Delivery State (Account)
- Delivery Zip (Account)
- Branch (Account)
- Class (Account)
- Account Number (Account)