Sales Account Planning

This app was adapted from a real Volt app being used for sales planning. In production it is integrated with Microsoft Dynamics CRM and serves as a simple, effective way for sellers to keep track of their accounts and partner relationship. This app can be used with or without CRM integration. The app was developed by HCL Lab Services.

Download the App

Sales Account Planning App

Invite Lists

Setup Guide

Sales Account Planning Setup Guide

Screenshots and Data Flow

Screenshots