To start, navigate to:

• Settings
• and then select Priority Account Plans

• To add an account in Coro, select Import Account Plan
• Select either:
  • Import Manually (individually) or
  • Bulk Import using CSV (multiple at a time)

Setting up accounts 1 by 1 is typically done when a limited number of accounts are required.

• Select Import Manually, the import account interface will appear
• Select the account you would like to add. You can do so either by the:
  • Account ID
  • Account name (typically the easiest), or
  • Parent Name
• Select the Priority Level: P1 or P2
  • The type of information and frequency of reviews can be adjusted within Global Settings
• Set the Account Kick Off Date
  • The Next Review Date will be automatically updated based on the frequency you want P1 and P2 accounts to be reviewed - Set in "General Settings: Set-up"
  • NOTE: If you set the Kick Off Date at a future date, the account plan may not be visible in Coro until that noted date
• Select Next
• Select the Primary Sales Manager
• Select the Primary Sales Rep
  • The Primary Sales Manager and Primary Sales Rep are the individuals that will "submit" the account plan for approval (Primary Sales Rep) and "approve" the account plan (Primary Sales Manager)
  • Troubleshooting: Sales Rep/Manager not available in the Drop Down:
    • Check whether the Sales Manager/Sales Rep is on the Account Team within Salesforce. See Add Teams to Your Account for more information.
    • Confirm you have accurately defined the "Role" of the individual within Coro. See Defining User Roles within Coro for more information.
• Select Save

Setting up multiple accounts at once:

• Select Bulk Import Using CSV
• Select download Empty CSV file
• Enter the required information into the CSV file. Save it to your personal device.
  
  • Salesforce Account Number - See Account Number in Account Fields for additional information
  • Account plan name
  • Account Priority level - Select "1" for Priority 1 and "2" for Priority 2
  • Enter Account plan kick off date
  • Enter next review date
  • Primary Manager ID - See Find Salesforce ID for more information
  • Primary Sales ID - See Find Salesforce ID for more information
  • Action
    • If adding a new account, type ADD
    • If editing an existing account, type UPDATE
• Once complete, go to Coro
• Select Upload CSV file and select the prepared file
• Once upload, scan the changes to confirm they have updated correctly

Editing or deleting an account is easy:

• Search for the account you want to edit. To search, scroll manually, filter the accounts using the header, or type the name of the account into the search field
• Select the ellipses (3 dots) to the right of hte target account
• Select Edit or Delete
• If Editing, make the target changes to the account and select Save