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To use ClosePlan for your Opportunity, a new ClosePlan must be created.

Who can create a

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ClosePlan (deploy the Template)

A ClosePlan can be created by:

• an An Opportunity Owner
• a A User who is above the Opportunity Owner in the hierarchy
• a A Salesforce Administrator

There are several ways to create a new ClosePlan, depending on your Salesforce environment and whether you are running Classic or Lightning Experience version.  

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