Once the Master Plan is Submitted/Approved the Reps(MSLs) can start tailoring their plans to their territory and customers specifics. The other positions - managers and global positions - will be able to view the adapted plans.

Similarly to the Master Plan the Adapted Plan chapter has 4 subchapters:

                                    Adapted Plan tabs

                                Adapted Plan tabs

Adapted Plan Sections

  1. Status - view the status of the my plan, as a Rep, or the status of the Rep Plans below my position
  2. Capacity - estimating the individual capacity as a Rep, view the average capacity of Reps below my position
  3. Customers - selecting the customers to target and adjusting their channel mix and frequencies, as a Rep
  4. Summary - reviewing the Adapted Plan in comparison to the Master Plan

Subpages

Adapted Plan Permissions and States

Adapted Plan Status

Adapted Plan Capacity

Customers Targeting

Adapted Plan Summary

Adapted Plan Actions