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Home > Aria Crescendo Documentation > Aria for Salesforce > Salesforce Mobile Application > View Plan Hierarchy

View Plan Hierarchy

Overview

This article provides the steps necessary to view an Aria account's plan hierarchy.

Viewing a Plan Hierarchy

Getting Here: Touch Menu (in the upper left corner of the screen) > Accounts > Select an Aria account.

  1. Touch the Show More button in the lower right corner of the screen. A menu with available options displays.

PlanHierarchy2.png

  1. Touch Plan Hierarchy. The account's plan hierarchy displays.

PlanHierarchy3.png

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