In the right hand panel we can see the customer / account details and we can tailor the plan for that customer / account.

                                                            Customer Details

This section includes 4 Tabs:

• General & Profile - displays general information about the customer as well as segmentation information
• Objectives & Story - displays the particular objectives we have for that customer and the messages we need to deliver
• Plan - allows the Rep to visualise recommended frequencies by channel and Brand and also adjust those frequencies
• Campaigns - displays the customer experience designed for that customer in the Product Plan

The General & Profile Tab displays:

• Customer’s Name and MDM Code (unique identifier)
• Customer’s Specialties
• Customer’s affiliations (Accounts)
• Customer’s Segments that are relevant for this Plan
• Customer’s Personas that are relevant for this Plan

<aside> ⚠️

Customer’s Personas information is only available if the Team Plan has inherited one or more Product Plans.

</aside>

Subpages

Objectives and Story Tab

Customer Plan Tab

Campaigns Tab

Key Statistics