28 - Consolidated Activity View on Account Plan — Surface all objective and related opportunity activities in a single tab

As a sales representative or market development representative, I want to see all activities from my account plan objectives and from related opportunities consolidated in one place on the Account Plan page, So that I can quickly understand everything happening within the account without drilling into each objective and opportunity individually.

Please authenticate to join the conversation.

Upvoters
Status

In Development

Board

2026 Summer

Tags

account_plans

Date

6 days ago

Author

Nick Campion

Subscribe to post

Get notified by email when there are changes.