Sprints for time-boxed KAM plan execution
Key Takeaway
A sprint is a time-boxed record with a start date and an end date. You assign it to action plans with the "Assign or Unassign Sprints" action, so the sprint tracks their progress within those dates. In an account plan, you use the action on the "Account Plan Objective" tab. In a territory plan, you use it on the "Goal Assignments" tab.
In Key Account Management (KAM), a sprint gives key account managers a fixed window to monitor and execute their assigned tasks on time. Sprints work with both account plans and territory plans. In both plan types, you create a sprint and then attach it to action plans to track their progress.
What a sprint is
A sprint is a record with a name, a start date, an end date, and a status. The start and end dates set the window, so work is tracked against that window instead of against an open-ended plan.
Sprints are available for both KAM plan types: account plans and territory plans. As a result, one time-boxing mechanism covers planning at the account level and at the territory level.