People.ai

Introduction to ClosePlan

Quantify ClosePlan’s impact on sales performance with built-in ROI analytics.

ClosePlan ROI Overview Dashboard

Improve forecast accuracy, deal quality, and coaching effectiveness with Backstory.

Plan to Win: Mastering ClosePlan Webinar

Execute your sales strategy with ClosePlan's suite of tools.

ClosePlan

Empower sales teams to align, organize, and strategically manage key accounts throughout the entire account lifecycle.

ClosePlan Account Plans

Learn how to export and customize an Account Plan to easily share with others.

Account Plan Export

Whitespace maps visualize your current and potential market share within an Account, enabling you to identify new business opportunities.

Whitespace Maps Overview

Learn how to customize your whitespace map to match the structure of the business you are selling into.

Managing Business Units in Whitespace Maps

Execute your long-term sales strategies with Account Plans.

Account Plans

Assess deal health and qualify accounts using structured, scored questions.

Scorecards

Learn how to use a Playbook checklist to create and share a mutual action plan with your customer, improving your chances of closing deals.

Playbooks Strategy & Mutual Action Plans

Learn how Sales Leaders can use Playbooks to gain insight into their Reps' activities and coach them to close deals faster.

Coaching with Playbooks

Learn how to use Gantt charts in Backstory to visualize the impact of delays on the sales process and keep deals moving forward.

Visualizing the Impact of Delays

Playbooks

Relationship Maps

Discover how to import an existing relationship map to either an Account or Opportunity record.

Importing an Existing Relationship Map

Leverage Smart Stakeholder Cards to gain insights into contact engagement, connections, opportunities and more.

Smart Stakeholder Cards with Data Foundation

Visualize your buying committee with Relationship Maps.

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 import a ClosePlan template into Salesforce.

Importing Scorecard Templates

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

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

Overview: Creating & Editing Account Plan Templates

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

Copying Closeplan Templates between Salesforce Instances

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

Using the Field Link Question Type

Enabling Closeplan Integration with Engagement Dashboards by Backstory

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

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

Initiatives: Adding Custom Fields

Relationship Map Templates

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

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

Playbooks: Creating and Editing a Playbook Template

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

Playbooks: Setting Dependencies

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

Assigning Licenses

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

Add clickable links to ClosePlan Relationship Maps and Account Plans directly on your Salesforce account and opportunity records.

Add ClosePlan Links in Salesforce

Configuration

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

url(https://downloads.intercomcdn.com/i/o/pkdyj3n8/956240/2c9c9d7a79eb6a32dd8069930d30/753c85275d8d1e694ebfb86536ebe5b2.png)

ClosePlan

Articles

Collections