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  • VISIT CORO.IO
  • Coro Overview

      • Coro Deployment
        • Salesforce Managed Package
        • Activate Coro connection
        • Data fields for Managed Package
      • Enablement and onboarding
        • Video learning paths
        • Example kick-off email
        • CRM navigation bar
      • Coro set-up
        • User Access Management
        • Global Settings
        • Defining User Roles
        • Account Plans
        • Product Hierarchy
        • Competitor List
        • Financials
      • Dashboards and Reports
        • Report Access
      • Public Architecture and Release Management
        • Release Management
        • Coro Application Data Flow
      • Mobile and Tablet Apps
      • Security Overview
        • Coro Security White Paper
      • Contact Us
  • User Training Videos

      • Account Planning Best Practices
        • Introduction
        • Right Accounts
        • Right Cadence & Teaming
        • Focus on Actions
        • Staying On-top
        • Sales Leadership Behaviors
      • Coro Overview
        • Introduction
      • How to Guide: Active Users
        • Submit an Account for Review
        • Update Notifications & Account Plan
        • Update Objectives & Health Check
        • Update Competitors & Share of Wallet
        • Update Strategy by Products
        • Update Financials
        • Update Power Base
        • Update Sales Plays
        • Update Relationship Plays
      • How to Guide: Admins
        • Updating "General Settings"
        • Updating Account Plan Priority Status
        • Updating Accounts in Coro
        • Updating Product Categories
        • Updating User Roles
        • Updating List of Competitors
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