Account plan milestones

Summary

Business Impact

Integrations

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Tables

Tables are data pulled from your integrations

Relationships

Relationships allow you to relate your different sources of data

Formulas

Formulas are used to run calculations on your data

Triggers

Triggers are a set of conditions that set a Workbook into play

Actions

Actions are events that take place once a Workbook is triggered

Write Backs

Write backs are used to sync a value back to a field from your data