Skip to Content

VISIT CORO.IO

Coro Overview
Main menu
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

Account Plans

Product Hierarchy

Competitor List

Financials

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

Coro Overview

Security Overview

Coro Security White Paper

Contact Us
User Training Videos
Main menu
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

Search"

Your Previous Searches

Recently Visited Pages

Content added to Red Folder

Red Folder (0)

Removed from Red Folder

Red Folder (0)

How to Guide: Admins

Updating User Roles

Updating User Roles

(1:18) This video illustrates how to activate each role within Coro and assign specific access.

© 1996-2022 Bain & Company, Inc.