People.ai

Learn how to import a ClosePlan template into Salesforce.

Importing Scorecard Templates

Create account plan export presets, allowing you to define what information is included or excluded when account plans are exported.

Account Plan Export: Configuring Presets

Learn how to export and import closed plan templates between Salesforce instances.

Copying Closeplan Templates between Salesforce Instances

Learn how to create and manage account plan templates, including editing, filtering, and activating.

Overview: Creating & Editing Account Plan Templates

Learn how Amins can import whitespace maps via CSV into Salesforce, auto-populating account plans and reducing manual work for sellers.

Whitespace Map Bulk Upload

Learn how to configure whitespace maps, which track product lines, business units, statuses, and metrics in your organization.

Whitespace Maps: Creating and Editing a Whitespace Template

Enabling Closeplan Integration with Engagement Dashboards by Backstory

Reference key opportunity fields on your scorecard to eliminate duplicate work and incentivize reps to complete key fields.

Using the Field Link Question Type

Learn how to upgrade opportunity templates by selecting source and target templates, confirming changes, and starting the upgrade.

Updating Existing Opportunities to a New Template Version

Relationship Map Templates

Understand how Admins can add custom fields to track Account Plan Initiatives, which can later be converted into Opportunities.

Initiatives: Adding Custom Fields

Learn how to manage Closeplan user access, including assigning licenses to individuals and groups and editing group permissions.

Assigning Licenses

Learn how to set dependencies between events in playbook templates using either the dependencies tab or the Gantt chart view.

Playbooks: Setting Dependencies

Discover how to edit, add, and configure the events within a playbook template.

Playbooks: Creating and Editing a Playbook Template

Use Salesforce Flows to automatically create ClosePlan records and save users time while ensuring that scorecards are prioritized.

Auto-deploy Closeplan Templates

Learn how to create an account scorecard template, including defining categories, adding questions, and configuring scoring tiers.

Account Scorecards: Creating and Editing Account Plan Templates

Learn how to use filter criteria to automatically deploy templates based on specific opportunity details, such as opportunity type & amount.

Setting Filters for Templates

Understand how to manage templates, including editing, deleting, creating new versions, and archiving old versions.

Managing Existing Templates & Creating New Versions

Understand how to use manager validation questions in opportunity scorecards to ensure completion and quality inputs.

Adding Manager Validation Questions to your Scorecard Template

Improve the quality of responses and reporting by using picklist-type questions instead of open-ended questions in your template.

Using Picklist-type questions in your Scorecard Template

Configuration

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