ClosePlan
Execute your sales strategy with ClosePlan's suite of tools.
41 articles
- Account Plan Export: Configuring Presets
- Importing Scorecard Templates
- Whitespace Maps: Creating and Editing a Whitespace Template
- Whitespace Map Bulk Upload
- Overview: Creating & Editing Account Plan Templates
- Copying Closeplan Templates between Salesforce Instances
- Using the Field Link Question Type
- Enabling Closeplan Integration with Engagement Dashboards by Backstory
- Updating Existing Opportunities to a New Template Version
- Initiatives: Adding Custom Fields
- Relationship Map Templates
- Auto-deploy Closeplan Templates
- Account Scorecards: Creating and Editing Account Plan Templates
- Setting Filters for Templates
- Playbooks: Creating and Editing a Playbook Template
- Playbooks: Setting Dependencies
- Assigning Licenses
- Managing Existing Templates & Creating New Versions
- Adding Manager Validation Questions to your Scorecard Template
- Using Picklist-type questions in your Scorecard Template
- Add ClosePlan Links in Salesforce