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Trace screen 10 of 24

New delivery plan in Trace

The Trace new plan form with name, start date, horizon in weeks, territory and optional account and opportunity links.
The Trace new plan form with name, start date, horizon in weeks, territory and optional account and opportunity links.

About this screenshot

Starting a delivery plan in Trace, optionally linked to the customer account and the deal that sold the work. The plan takes a name, a start date, a horizon in weeks and a territory.

Trace is customer and revenue records, reconciled against the ledger. Read what Trace does.

Product
Trace
Screen
10 of 24
Dimensions
1460 × 862
File
WebP, 23 KB
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