PlanTactics
Stores tactical actions linked to strategic product or marketing plans.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the record of the account tactic. |
| Global ID | String | True |
A globally unique identifier used to reference the account tactic across systems. |
| Link | String | False |
A URL or hyperlink pointing to the account tactic's details or related resources. |
| Name | String | False |
The name of the account tactic, representing its specific designation or label. |
| Status | String | False |
The operational status of the account tactic, such as active, completed, or pending. |
| Created By | String | True |
The identifier of the person or system responsible for creating the account tactic record. |
| Created Date | Datetime | True |
The date and time when the account tactic was created. |
| Last Modified By | String | True |
The identifier of the person or system who last modified the account tactic record. |
| Last Modified Date | Datetime | True |
The date and time when the account tactic was last modified. |
| Account Tactic Progress | Double | False |
The progress percentage of the account tactic's completion. |
| Completed Account Tactics | Decimal | False |
The number of account tactics that have been completed. |
| Mobile ID | String | False |
The identifier associated with the mobile device used for tracking the account tactic. |
| Progress | Double | False |
The current progress status of the account tactic, usually in percentage. |
| Plan Tactic Status | String | False |
The status of the associated plan tactic, such as initiated, in-progress, or completed. |
| Total Account Tactics | Decimal | False |
The total number of account tactics associated with this record. |
| Account Plan | String | False |
The name or identifier of the account plan that this tactic belongs to. |
| Product | String | False |
The product associated with the account tactic. |
| Owner | String | False |
The person or system responsible for managing the account tactic. |
| Legacy CRM Id | String | False |
The identifier used in the legacy CRM system to track the account tactic. |
| Share With | String | False |
The list of users or systems with whom the account tactic information is shared. |