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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
Initiatives: Adding Custom Fields
Summary
Summary
Walkthrough on adding C
ustom Fields to Initiatives.
