Skip to main content
Search
⌘
K
All Collections
ClosePlan
Configuration
Importing Scorecard Templates
Importing Scorecard Templates
Learn how to import a ClosePlan template into Salesforce.
May 25, 2026
Copy for LLM
Did this answer your question?
Related Articles
Overview: Creating & Editing Account Plan Templates
Copying Closeplan Templates between Salesforce Instances
Updating Existing Opportunities to a New Template Version
Account Scorecards: Creating and Editing Account Plan Templates
Using Picklist-type questions in your Scorecard Template
