Account map
This template works on the following products:
*For Team and Enterprise plans
This basic account map can help you:
- Visualize the best path to sale.
- Define relationships not found in the typical org chart.
- Uncover insights buried deep in the traditional CRM.
Open this template and add content to customize this starter account map to your use case.
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Financial Services Cloud Business Relationship Plan Data Model
Used with:
Go to Financial Services Cloud Business Relationship Plan Data Model template
Financial Service Cloud: Digital Lending
Used with:
Go to Financial Service Cloud: Digital Lending template
