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- Find any record that does not currently have a ClosePlan and click the Create button.
- Opportunities that have "Create ClosePlan" in blue DO NOT yet have a ClosePlan created.
- Some fields will be auto-populated based on the selected opportunity type.
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If multiple templates are available to the user, the user must choose the correct template based on the given opportunity. Users in your organization must be taught informed to choose the correct template based on predefined requirements.
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