video1.0<iframe src="https://www.loom.com/embed/94ef64328f3c4d40bd73c1a03c27ec1c" frameborder="0" width="1668" height="1251" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12511668Loomhttps://www.loom.com12511668https://cdn.loom.com/sessions/thumbnails/94ef64328f3c4d40bd73c1a03c27ec1c-f3e04ccec27d87ba.gif390.142In this video, I walk you through the process of closing an account plan in CoreStack, including archiving it and viewing completed plans. I also explain how to ensure that data is pushed to HubSpot by toggling on specific settings in Impact Pilot. You’ll see how to filter and view account plans in HubSpot, including progress and completion percentages. I encourage you to check the archived account plans in case you need to restore any. Please make sure to follow the steps outlined to keep your account management organized and efficient.