All CollectionsClosePlanConfigurationConfigurationConfigure your ClosePlan account21 articlesAccount Plan Export: Configuring PresetsCreate account plan export presets, allowing you to define what information is included or excluded when account plans are exported.Importing Scorecard TemplatesLearn how to import a ClosePlan template into Salesforce.Whitespace Maps: Creating and Editing a Whitespace TemplateLearn how to configure whitespace maps, which track product lines, business units, statuses, and metrics in your organization.Whitespace Map Bulk UploadLearn how Amins can import whitespace maps via CSV into Salesforce, auto-populating account plans and reducing manual work for sellers.Overview: Creating & Editing Account Plan TemplatesLearn how to create and manage account plan templates, including editing, filtering, and activating.Copying Closeplan Templates between Salesforce InstancesLearn how to export and import closed plan templates between Salesforce instances.Using the Field Link Question TypeReference key opportunity fields on your scorecard to eliminate duplicate work and incentivize reps to complete key fields.Enabling Closeplan Integration with Engagement Dashboards by BackstoryUpdating Existing Opportunities to a New Template VersionLearn how to upgrade opportunity templates by selecting source and target templates, confirming changes, and starting the upgrade.Initiatives: Adding Custom FieldsUnderstand how Admins can add custom fields to track Account Plan Initiatives, which can later be converted into Opportunities.Relationship Map TemplatesAuto-deploy Closeplan TemplatesUse Salesforce Flows to automatically create ClosePlan records and save users time while ensuring that scorecards are prioritized.Account Scorecards: Creating and Editing Account Plan TemplatesLearn how to create an account scorecard template, including defining categories, adding questions, and configuring scoring tiers.Setting Filters for TemplatesLearn how to use filter criteria to automatically deploy templates based on specific opportunity details, such as opportunity type & amount.Playbooks: Creating and Editing a Playbook TemplateDiscover how to edit, add, and configure the events within a playbook template.Playbooks: Setting DependenciesLearn how to set dependencies between events in playbook templates using either the dependencies tab or the Gantt chart view.Assigning LicensesLearn how to manage Closeplan user access, including assigning licenses to individuals and groups and editing group permissions.Managing Existing Templates & Creating New VersionsUnderstand how to manage templates, including editing, deleting, creating new versions, and archiving old versions.Adding Manager Validation Questions to your Scorecard TemplateUnderstand how to use manager validation questions in opportunity scorecards to ensure completion and quality inputs.Using Picklist-type questions in your Scorecard TemplateImprove the quality of responses and reporting by using picklist-type questions instead of open-ended questions in your template.Add ClosePlan Links in SalesforceAdd clickable links to ClosePlan Relationship Maps and Account Plans directly on your Salesforce account and opportunity records.
