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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
Import Closeplan Templates from one Salesforce Instance into another
Summary
Summary
Learn how to export a ClosePlan template from one CRM instance and upload it to another.
