video1.0<iframe src="https://www.loom.com/embed/fd704e00917a499997715133c6c1c0b4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/fd704e00917a499997715133c6c1c0b4-bdf947e27759a768.gif258.541In this video, I walk you through the process of generating account plans for your accounts in Evergrowth. We start from the accounts view and I show you how to filter for a prioritized subset of accounts that need new plans. I also explain how to track the progress of these account plans through our agent task feed and how to view specific accounts that have had plans generated. Please make sure to apply the filter for accounts with zero existing plans to avoid unnecessary regenerations. Let’s ensure we are only working on accounts that truly need attention!