Account Growth - Process Editor
Learn how to set up and customize your Account Growth process in Membrain. This course guides admins through creating workflows, defining milestones, and enabling teams to grow key accounts effectively.
Accessing the Process Editor
Stages Setup
Adding Steps to Stages
Adding details to Steps
Events Overview
Rules
Setting up the Growth Grid
How to relate other projects to your AGP
Account Growth Start & End Dates - How they work and how to use them
Adding components to Account Growth