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Newly created Templates are Inactive by default and are in Draft Mode. Newly created Templates can apply and edit the settings for Events, Scorecard, Scoring Tiers and Relationships. To use a Template in ClosePlan, the Template status must be Active. |
Access
- ClosePlan Admin tab > Templates on the left panel menu
Create a Template
- Click
- Enter the Template Name and save
- Once the new Template is saved, it is default Inactive status = in draft mode.
- Click on the created Template Name to open the template and continue to enter template details and settings for ClosePlan components.
Template Layout & Navigation
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- Detail - Displays information about the template, versions and filter criteria.
- Playbook - Creates Events.
- Scorecard - Creates Scorecard Questions.
- Scoring Tiers - Customizes the deal scorecard output.
- Relationships - Customizes relationship role goals of Stakeholders
Detail tab
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- Click on Edit Filters button on the Template Detail tab
- Toggle the button to enable filters
- Set the filter criteria and Save
Up to 3 Filters can be enabled with different criteria requirements. Available criteria are Picklist (Single), Checkbox, Currency and Number.
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- If Filter 1 is set with Currency and the Amount is > 20,000, the template will be available only for Opportunity amounts over 20,000 ($,€,...)
- If Filter Logic is set with conditions 1 AND 2, the template will be available only for opportunity where both filters - Filter 1 and Filter 2 match opportunity information.
- If Filter Logic is set with conditions (1 OR 2) AND 3, then the information must match either Filter 1 or Filter 2, and also match Filter 3 in order to deploy the template.
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Once the Template is activated, it will be listed as Locked.
