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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 deploy a Template in (create a 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.
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Once all settings in the Template are done, you are ready to activate the Template in ClosePlan.
To deploy the Template (create a ClosePlan), the Template must be in 
status.
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Once the Template is activated, it will be listed as Locked.
Who can create ClosePlan = deploy the Template
ClosePlan can create:
- an Opportunity Owner
- a User who is above the Opportunity Owner in the hierarchy
- a Salesforce Administrator