All CollectionsClosePlanConfigurationConfigurationConfigure your ClosePlan account21 articlesAccount Plan Export: Configuring PresetsImporting Scorecard TemplatesWhitespace Maps: Creating and Editing a Whitespace TemplateWhitespace Map Bulk UploadOverview: Creating & Editing Account Plan TemplatesCopying Closeplan Templates between Salesforce InstancesUsing the Field Link Question TypeEnabling Closeplan Integration with Engagement Dashboards by BackstoryUpdating Existing Opportunities to a New Template VersionInitiatives: Adding Custom FieldsRelationship Map TemplatesAuto-deploy Closeplan TemplatesAccount Scorecards: Creating and Editing Account Plan TemplatesSetting Filters for TemplatesPlaybooks: Creating and Editing a Playbook TemplatePlaybooks: Setting DependenciesAssigning LicensesManaging Existing Templates & Creating New VersionsAdding Manager Validation Questions to your Scorecard TemplateUsing Picklist-type questions in your Scorecard TemplateAdd ClosePlan Links in Salesforce
