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ClosePlan Admin Templates & Settings 49 min

Course Overview

User Manager

Assigning Licenses 2 min

Templates

Managing Existing Templates & Creating New Versions 2 min

Creating New Templates & Cloning 1 min

Setting Filters for Templates 2 min

Opportunity Scorecards: Creating & Editing a Scorecard Template 4 min

Relationship Maps: Creating & Editing a Relationship Maps Template 1 min

Playbooks: Creating & Editing a Playbook Template 4 min

Playbooks: Setting Dependencies 2 min

Creating & Editing Account Plan Templates

Overview: Creating & Editing Account Plan Templates 2 min

Account Scorecards: Creating & Editing an Account Scorecard Template 3 min

Whitespace Maps: Creating & Editing a Whitespace Template 2 min

Account Planning Configuration

Account Plan Export: Configuring Presets 2 min

Whitespace Maps: Setting Business Unit Defaults 2 min

Whitespace Map Bulk Upload 2 min

Initiatives: Adding Custom Fields 2 min

Import/Export/Upgrade

Upgrade Template on existing Opportunities 4 min

Import Closeplan Templates from one Salesforce Instance into another 1 min

Tailoring Visibility of ClosePlan Components

Tailoring Visibility of ClosePlan Components 10 min

End of Course Survey

End of Course Survey

details

Creating New Templates & Cloning

Summary

Summary

Create a new template using one of two available methods: Net new template and cloning of an existing template.

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Creating New Templates & Cloning

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