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Account Plan Template
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Account Plan Template

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Salesforce Data & Reports

Objects pulling in data into this doc from filtered reports created in Salesforce.
Opportunities, Renewals & True-Ups
 
All Contacts
View contacts associated with this account pulled in directly from Salesforce.
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Interested in integrating Salesforce, Gong or any of your other sales tools with Coda?
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Contact An Onboarding Specialist
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to learn more!

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