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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 deploy a Template (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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Up to 3 Filters can be enabled with different criteria requirements. Available criteria are Picklist (Single), Checkbox, Currency, Number and NumberText.
The Logic Filter is used to set the condition that min 2 filters or all 3 filters are mandatory on an Opportunity to upload the correct template.
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