Accounts are reusable and can be used in more than one Scenario. This section covers how to add an Account to a Scenario.
Step #1: Login
Step #2: Go to the Scenarios Page
Once you log in, navigate to the Scenarios page.
Hover over or click Planner™ on the menu across the top to expose the drop down menu. Click on Scenarios from the drop down menu. You can also use the menu on the right side of the page to locate the Scenarios page.
Select the Scenario you want to add an Account to and click to edit the Scenario. This will open the edit page. Scroll down the page until you see Accounts.
Step #3: Click the Add icon to add the Account to the Scenario
The Accounts in green are already included in the Scenario.
Accounts in red can be added to the Scenario by clicking the Add icon on the right hand side.
The following are additional blog posts related to Accounts for your reading pleasure.