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The following applies to default or common ClosePlan Suite configuration. Your actual environment might be slightly different based on your organization's configuration including element positions and labels. |
Account Level Modules
ClosePlan Suite provides Relationship Mapping on the account level.
Account Relationship Mapping
For Lightning Experience:
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- Access is provided through the standard Related List "Account Maps".
- It is normally available on every Account record detail, but may be configured only for a subset of the Account Page Layout.
Opportunity Level Modules
ClosePlan Suite provides three Opportunity modules:
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In order to access any module, a ClosePlan record must be created for an Opportunity either directly through an Opportunity record detail or the Standalone App. |
Access through Standalone App
The Standalone App provides access to all opportunity modules using a consolidated User Interface.
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- Alternatively, you can find it by opening TSPC Closeplan App from App Launcher in the top right corner or directly from the All Items list under the + tab button
Access through Opportunity record
For Lightning Experience:
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