Inline Plastics Playbook v2 JUL-21

Account Based Tools in Salesforce – Relationship Tracker Account Relationship Tracker is used to track high value customer engagement activities and helps measure the value of specific touch points. It measures level of involvement with the account and will help you ensure you are interacting with the right customers in the right amount. Please refer to Pipeline Management and Account Relationship Tracker section in this Playbook for further details on this tool.

S A L E S P L AY B O O K

CONFIDENTIAL INFORMATION – For Internal Use Only

Playbook Salesforce Tools Training section will lead you to step-by-step instructions of how to use this tool in Salesforce.