Sections in Account Growth

Organizing the components in your Account Growth Process into Sections will provide you with a structural layout on a whole new level.

The benefits of using Sections in your process are:

• Enhanced control over the structural layout - organize the components into separate sections.
• Dynamic visualization of Sections based on conditions you specify - such as the Value or Quadrant in the Growth Grid.
• Increased flexibility to your workflow - elapse and expand Section when working with an Account Growth Project.

Setting up Sections

How it works

A Section is a component in your process that you connect any other component or components to (such as Graphs, External Content, Org chart, Data points, etc.). They are connected by the order they are arranged, meaning that all components that are positioned beneath a Section in your process, will connect to that section. The connection ends when a new section starts. 

Adding components

In Membrain, you can easily add components to your Account Growth Process (AGP) to customize and enhance your workflow. To add a component, follow these simple steps:

1. Components can be added anywhere within the AGP process, providing you with the flexibility to tailor your workflow to your needs. Hover over the space between two existing components in the AGP process. This will show a small "Add Component" button.
   
2. Click on the "Add Component" button to open the "Add Component" dialog, where you'll find the Component Gallery.
   
3. Browse the Component Gallery and select the desired component to add it to your AGP process. The new component will be placed on the same line as the existing components.

Please note that certain components, such as Timeline, Organizational Chart, and Decision Team Map, can only be added once in the AGP process.

Sections connected to components

In the process editor:

Live when working in an Account Growth Project:

Add new section

1. Go to the process editor
2. Click on ADD COMPONENT and select Section

Name a Section

1. Hover on a Section and click on the cogwheel in the top right corner
   
2. Select the name you want for the Section

Connect Sections to components

When a Section is added, it will appear at the bottom of the Process. To connect it with other components, you drag the Section and drop it on the left-hand side of the component where you wish to start the connection. When dropped, the Section will appear right above the component or components it connects to.

1. Drag the section (hold left-click) and place it on the left-hand side of a component
   
2. Drop the Section and it will connect to the components positioned beneath it.

Reorder Sections

The best way to reorganize and change the order of your Sections is to use the Reorder function.

1. Hover on a Section and click Reorder Sections in the top right corner
2. Drag and Drop the Sections and place them in the order you prefer
   

Add Conditions to a Section

By adding conditions to a Section, the visual layout of the connected components can be set up to dynamically change based on the conditions you specify.

In this example, you want the Section Stakeholder Mapping with the connected component Organizational Chart to be visible in all accounts except those that appear in the bottom left Quadrant in the Growth Grid.

1. Hover on a Section and click on the cogwheel in the top right corner
   
2. Click on +ADD CONDITION and select Grid Quadrant
   
3. Select all Quadrants except Bottom Left as the Playbook Conditions
   
4. Click OK and then Save
   

Working with Sections

Those who work with Account Growth will also be able to collapse or expand Sections at any time to more easily see only what is relevant at that specific time. This allows your workflow within an Account Growth Project to be flexible regardless of your setup.

To collapse and expand a Section, you click on the arrow in the top right corner.

The Section Current & Future expanded (default on all Sections)

The Section Current & Future collapsed