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  • VISIT CORO.IO
  • Coro Overview
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    Coro Overview

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

    • Account Planning Best Practices
      User Training Videos
      Account Planning Best Practices
      • Introduction
      • Right Accounts
      • Right Cadence & Teaming
      • Focus on Actions
      • Staying On-top
      • Sales Leadership Behaviors
    • Coro Overview
      User Training Videos
      Coro Overview
      • Introduction
    • How to Guide: Active Users
      User Training Videos
      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
      User Training Videos
      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
  • 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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      How to Guide: Admins

      Updating “General Settings”

      Updating “General Settings”

      (1:48) This video illustrates the steps needed to set and edit Coro general settings (review cadences, KPI's names, etc…).

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