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New video tutorial for Sales Planning Cloud — Cloud Customer Connect
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New video tutorial for Sales Planning Cloud

edited Dec 3, 2018 8:00PM in Planning


New video available


Hello. We are pleased to announce the availability of the following new video tutorial for Sales Planning Cloud:

Performing Bottom Up Quota and Account Planning

Learn how to perform bottom-up sales quota and account planning. After top down allocation is complete, each level in the hierarchy, starting with the lowest level, reviews their target quota, enters their quota commitments, and pushes them up to the next level in the hierarchy.

The video tutorial is available on YouTube and the Sales Engagement Cloud Help Center.


Previously Announced Sales Planning Video Tutorials:

Creating and Enabling Quota Planning


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