Account Plans by ClosePlan give sales teams a structured workspace to develop and manage strategic plans for their key accounts. From scoring account health to mapping product coverage and tracking deals in progress, Account Plans help your team stay aligned and organized throughout the account lifecycle.

Key Features

Account Plans are organized into tabs, each focused on a specific aspect of account management. Click the links to learn more about each feature.

Scorecards: Score account health through structured questions organized into weighted categories.
Whitespace Maps: Visualize product deployment, open opportunities, and competitor presence across the account.
Initiatives: Plan and manage potential deals before they advance to formal opportunities.
Team Members: Assign roles and manage the team associated with the account.
Actions: Log and track Salesforce tasks associated with the Account Plan.
Files: Centralize supporting links and documents for the account team.
Chatter: Collaborate with your team using Salesforce Chatter.

Access Account Plans in Salesforce

Navigate to the Account you want to view in Salesforce.
Click the Account Plan tab.
Click the name of the Account Plan you want to view.

Create a New Account Plan

Navigate to the Account in Salesforce.
Click the Account Plan tab.
Click New.
Choose a template type and click Next.
Complete the required fields.
Click Create. The new plan will appear in the Account Plan list.

Create a Follow-up Plan

A Follow-up Plan is a duplicate of an existing Account Plan created for the upcoming period. It appears nested under the original plan and can carry forward Scorecard answers, Whitespace data, and other information.

From the Account Plan list, open the dropdown menu next to the plan and select Create Follow-up.
Complete the required fields.
Under Follow-up Options, select which information to carry forward. All options are selected by default except Clone Files.
Click Create. The Follow-up Plan will appear nested under the original plan.

Clone an Account Plan

Cloning creates an independent copy of an Account Plan that is not nested under the original. Note that Actions (tasks) are not copied when cloning.

From the Account Plan list, open the dropdown menu next to the plan and select Clone.
The cloned plan will appear as a standalone Account Plan in the list.

Move a Plan to a Different Account

An Account Plan can be moved to a different account if it is a standalone plan or the last plan in a nested set.

From the Account Plan list, open the dropdown menu next to the plan and select Edit.
Click the down arrow in the top right of the sidebar and select Change Account.
Select the new account from the list and click Submit.
Confirm by clicking Yes.

Designate a Primary Account Plan

An account can have only one Primary Account Plan at a time.

From the Account Plan list, open the dropdown menu next to the plan and select Edit.
In the sidebar, toggle Set as Primary on to assign Primary status, or off to remove it.
Click Save.

Delete an Account Plan

Only the last Account Plan in a nested set can be deleted. If a plan has Follow-up Plans beneath it, those must be deleted first.

From the Account Plan list, open the dropdown menu next to the plan and select Delete.
Confirm the deletion when prompted.

Export An Account Plan

Account Plans can be exported into a shareable document for executive briefings or reviews with stakeholders who don't have Salesforce access.

Navigate to the Account Plan you want to export.
Click the Export button at the top of the Account Plan. The Export Wizard will open in a new tab.
Review the export preview. Use the eye icons to hide sections you do not need.
(Optional) To add a zoomed in snapshot of the Relationship Map:
1. Click on the Relationship Map in the export preview.
2. Click the Edit icon.
3. Click Select Area.
4. Drag a box around the area.
5. Click Add Snapshot.
6. Add a title.
7. Click OK.
When ready, click Print to generate the document.

Note: Your ClosePlan administrator can create preset templates for exports so you do not have to modify it every time.

Frequently Asked Questions

Can an account have more than one Account Plan?

Yes. Multiple Account Plans can be created for a single account. However, only one Account Plan can be designated as the Primary Account Plan at a time. The Primary Plan is visually indicated in the Account Plan list.

What is the difference between a Follow-up Plan and a Clone?

A Follow-up Plan is designed for continuity across planning periods. It is nested under the original plan and can carry forward Scorecard answers, Whitespace data, and other details. A Clone, on the other hand, creates an independent, standalone copy that is not linked to the original. Clones do not carry over Actions (tasks).

Why can't I delete my Account Plan?

You can only delete the last plan in a nested set. If your plan has Follow-up Plans beneath it, you'll need to delete those first before you can remove the parent plan.