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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

Setting Filters for Templates

Summary

Summary

Learn how to create and automatically deploy specific templates for opportunities based on filter logic.

Previous - Creating New Templates & Cloning

Setting Filters for Templates

Opportunity Scorecards: Creating & Editing a Scorecard Template Next

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