If you have questions or issue, email the iTPM Help Desk: support@cgsquared.com
- Annual Planning: iTPM-User-Guide-Annual-Planning-25-2-2 PDF
- To skip annual planning go to Promotion Planning.
- Click here to see what's new in iTPM.
You can access this directly from within NetSuite: iTPM -> Help -> Annual Planning User Guides
Training Videos, 5 minutes or less:
- Start planning in Excel or NetSuite?
- Helpful tips on NetSuite CSV Imports
- Group option in Event Plans
- How to upload your Excel Plans
Below are example CSV import templates. These will be customized for your organization as needed.