Add an aggregate view of CRUSH Opportunity Plan records (PQ_Opportunity_Plan__c) on the Master Account Plan so portfolio owners can see deal-level plans across child Account Plans β additive UX that does not replace or change the existing Account Opportunities (standard Opportunity) table already on the Master Account Plan Strategy tab.
As a Regional or portfolio sales leader, I want all relevant Opportunity Plans for accounts under my Master Account Plan to appear in one place, So that I can review deal-level engagement and plans without opening each Opportunity Plan record individually.
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Planned
2026 Fall-Winter
master
About 2 months ago

Nick Campion
Get notified by email when there are changes.
Planned
2026 Fall-Winter
master
About 2 months ago

Nick Campion
Get notified by email when there are changes.