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Viewing account list

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Territory view.

  3. On the battle card canvas, select the battle card that contains the accounts you want to view.

  4. In the data tray, click the Account list tab.

  5. Populate accounts by either selecting the the territory group type or select nUnassigned to view unassigned accounts.