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| Note |
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The following applies to default or common ClosePlan Suite configurationconfigurations. Your actual environment might be slightly different based on your organization's configuration, including element positions and labels. |
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- Access is provided through the standalone tab "Relationships" tab.
- The tab is normally available on every Account record detail and allows you to view existing maps or create new maps.
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- Playbook
- Deal Scorecard
- Relationships Map
Each listed module can be accessed in two different ways:
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For Lightning Experience:
- Open ClosePlan App tab
- Can be usually Usually accessed from your default Salesforce app tabs such as "Sales" if configured
- Alternatively, you can find it by opening TSPC ClosePlan App from the App Launcher. Click on the waffle button in top left corner to launch and select TSPC ClosePlan, or select directly from the All Items list below the All Apps section, also in the App Launcher.
- Can be usually Usually accessed from your default Salesforce app tabs such as "Sales" if configured
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For Salesforce Classic:
- Open ClosePlan App tab
- Can be usually Usually accessed from your default Salesforce app tabs such as "Sales" if configured
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