| Table of Contents |
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- Go to Playbook tab > click the gear
icon - Toggle the button to enable Stage Auto-Progression
- Select Event behavior
- Select Sales Process
- Save
Event Behavior
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| Note |
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The Sales Process contains record types. If the Opportunity has a different record type than the selected sales process in your template, you will be prevented from uploading the template into the Opportunity until you change the record type on the Opportunity. ClosePlan will offer a template only when the sales process is the same as on the Opportunity or template without Stage Auto-Progression settings. To change the record type on the Opportunity > click the
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NOTE:
Event behavior also affects the dependency settings on other events and the checklist items settings.
Checklist items are set when you create or edit Events.
Dependencies are set only when the Event is created and in edit mode.
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- To create an Event, click on the
button.
Details tab
In the Details tab, enter information about the Event you are creating.
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- Select Stage
- On the basis of playbook events behavior settings, mark whether the event is required to complete the stage
- Fill in other relevant information and Save
- Code - Code is used for integration purposes. Assign a code if you want to reference the deployed event inside Process Builder. E.g. show event status in a Report ( For information on how to build a report, click here)
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- Click
- Enter the subject of checklist item
- If required, tick the REQ. box
- Click the
button and if needed, continue creating checklist items - Individual tasks can be edited, deleted or reordered
- To reorder tasks, simply drag individual tasks to the desired position
- Save the checklist
will delete the Event.
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- To add a Link, click
- Tao add a File, click
- Click Save
Opportunity Fields tab
Associate opportunity fields with CP Events = ability to link opportunity fields with playbook events.
Dependency Settings
Set Events dependencies, where one event can be dependent on another event.
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Required = Event can be closed only after the Event upon which it is dependent is completed and closed.
Not Required = Event can be closed without completing or closing the Event upon which it is dependent.
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- Click on the Event name to open the event
- Go to Dependency tab and click on Add dependency
- Select a target event and mark if the target event will be required as completed in order to complete this Event
- Save
- Add additional dependencies if needed and Save
Add dependency from the Gantt view:
- Click the
button Click the
corner button of an Event, and drag the line to the start or end of the dependent event.
Note: Be aware of where you drag the dependency - it may affect the start or end of the event.
- When you drop the dependency line, the new dependency window will appear allowing you to make the dependent event Required if needed.
- Save
Change the start day or duration of the Event with set dependency:
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- drag the event and move left or right to change the start day of the Event
- hover over event corner to see the arrow and extend or shorten the Event duration
Example:
Original setting
Event "Qualification" was moved to start on 9th day instead of 5th and it affected another dependet Events = were moved as well
Gantt View
The Gantt view lets you see created events in the Gantt before you deploy the template.
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- Toggle Sidebar - Toggles visibility of the Sidebar.
- Switch view between days and months.
- Scroll buttons - Scroll the Gantt area to Start, left, right or to the End
- Export data as Excel, PDF, Image or MS Project
- Add a new Event
- Event Stage - click
to hide Events from view. - Dependency button - hover over the event corner > click the button and drag the dependency line to the desire event.
- Event Bar - Double click to open the Event, hover over the event bar corner to extend or shorten the event bar, click 1x to move the event right or left
- Not required dependency (grey)- to delete it click 2x on the dependency line and click Delete.
- Required dependency (orange) - to delete it click 2x on the dependency line and click Delete.
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Individual data can be propagated on the Opportunity layout or in the reports.
Settings are made to the template from which you want to propagate data. If there are multiple active templates, you need to set up sync for each template from which data will be propagated.
To assign the sync, the custom fields on the Opportunity or ClosePlan need to be created. To propagate data to the Opportunity layout, the custom fields need to be created on the Opportunity.
- Go to Templates > open the Template from which you want to propagate data.
- Note: if there is more than 1 template activated, and would you like to have data from every active template, you must set the sync in each template.
- Go to Playbook > click the Event Sync settings
icon
- Target Object - select the object where you created the category fields (Opportunity or ClosePlan)
- Summary Field - select to propage Event Status and Checklist progress together
- Status Field - select to propage only Event Status
- Checklist Progress % Field - select to propage only checklist progress
- Save
- Repeat steps to set sync for other events
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