Course curriculum

  • 1

    Welcome to the course!

    • How to use this course

    • Readiness Questionnaire

    • Course Overview
  • 2

    Install and Configure

    • Pre-Installation Review

    • Get PLNR from AppExchange

    • Post-Installation Settings

    • Post-Installation Process and Activation

    • Company Information

    • Email Permissions

    • Approval Processes
  • 3

    Planning Pre-requisites

    • Opportunity Plan Stages

    • Account and Opportunity Planning

    • Plan Measures

    • Plan Categories

    • Plan Activities

    • Historical Data Considerations

    • Planning for Users

    • Permissions for Users
  • 4

    Next steps

    • More resources for you