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Create New Plan

  1. Click the [Account Plan] > [Plans] menu button
    CDR2Cloud - Plans MenuImage Added

  2. Click the [Create Account Plan] menu link -button located at the top of the page
    CDR2Cloud - Create Plan MenuImage Added

  3. Enter the information for the new Account Plan as follows:

    CDRCloud - Create Account PlanImage Added 
      
      
      

 

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