Create Goals, Tasks, and Measures for Plan Templates

The design-time records help key account managers tailor the templates according to requirements of the accounts they manage. Key account managers import the templates into an account plan or a territory plan to create the run-time records of goal assignments, action plans, and assessment tasks.

• Create Goal Definitions for Account Plans and Territory Plans
  A goal definition represents a broad business objective that you can reapply across global, national (affiliate), and territory levels.
• Create a Goal Definition Product
  To help users refine the search for goal definition templates and filter goal definitions by product, associate a goal definition with a Product record.
• Configure Action Plan Templates for Key Account Management
  Create an action plan template of commonly used strategies that can be customized and tailored to your goals. Let account managers add assessment tasks on the go, even when they’re not part of the template plan.
• Add a Template Assignment to a Goal Definition
  To use an action plan template for a specific goal, create an Action Plan Template Assignment record.