Business Planning

What is the Business Planning Module and how does it work?
Business planning with Partners is one of the most effective ways to drive revenue and create joint accountability. You and your Partners can track progress...
Tue, 16 Oct, 2018 at 1:09 PM
How do I print a Business Plan?
To print a Business Plan, go to Business Plans and click on the Business Plan that you would like to print to view more details, then click Actions > Pri...
Mon, 30 Sep, 2019 at 3:18 PM
How do I unlock a Business Plan?
You can unlock a Business Plan by opening the Business Plan's Details page and clicking the Switch back to Edit mode button. Unlocking a Plan will chan...
Tue, 3 Apr, 2018 at 4:09 PM
How do I delete a Business Plan?
You can delete a Business Plan by opening the Business Plan's Details page of the Plan you want to delete. Click the Actions button and select Delete. 
Thu, 29 Mar, 2018 at 3:14 PM