Account PlanningBusiness Planning
Complete an action
Translate
Complete your actions to show progress against your objectives
Open an account
Under the Navigation tab click Business Planning
Click on the Timeline or List tab
Select the action you wish to complete
Under the Actions tab click Edit Action to open the action

Update the Status field to show the Action is complete
The Percent Complete field will update automatically to 100
Click the Calendar button and select the Completed Date
Click the Save and Exit button to return to the account business plan









