This training deck is designed for First Line Sales Managers (FLSMs) and covers the updated review and approval workflow introduced with the Digital Twin feature in CEX360.

https://docs.google.com/presentation/d/1SiYTug6qKi-Pv4sCmHp2IF0bF91vUSNz/edit?usp=drive_link&ouid=100633288464782714566&rtpof=true&sd=true

Topics Covered

• Understanding how Digital Twin changes the review process
• Navigating the Master Plan Guidance with the DT segment
• Using the Adapted Plan workspace (Status, Capacity, Customers, Summary tabs)
• Checking plan statuses and selecting Reps for review
• Reviewing Rep capacity and customer tabs
• Using the Change Log to understand Rep changes and reasons
• Approving and rejecting individual changes (including bulk actions)
• Understanding automatic rollback on rejection
• Approving Rep plans and using the consolidated team view
• Monitoring Adoption Rate % across the team

Audience

First Line Sales Managers (FLSM)

Year

2026