Assign Business Priorities to your accounts in the Sales & Success Center.

You can assign Business Priorities to your accounts in the Sales & Success Center. These priorities include main goals, training priorities, and quick wins. Your internal teams can view these priorities on an account details page.  

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To assign Business Priorities to an account:

  1. Go to Sales & Success Center > Accounts.
  2. Click on an account name.

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  3. To assign a new main goal:
    1. Click Add the main goal.
    2. Select the main goal from the list of options, or click + Add New to create a new option.
    3. Click Done.
    Any options that are created on this page will appear in the list of options in Partner Center > Administration > Customize > Sales > Business Priorities > Edit Main Goals and Training Priorities.
  4. To assign new training priorities:
    1. Click Add training priorities.
    2. Select up to 3 training priorities from the list of options. You can click + Add New to create a new option.
    3. Click Done.
  5. To assign quick wins:
    1. Click Add quick wins.
    2. Enter a quick win.
    3. Click Done.

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