...

ClosePlan can be configured for Lightning Experience, Classic or both. By default, ClosePlan is installed with all configurations set except Layout configurations.

ClosePlan Account Planning must be enabled separately after the installation process. If you need Account Planning activated, please contact your sales representative.

Account Page Layout Configuration

...

Add Account Plan in Lightning 

• Go to Account Tab > open any Account
• From the gearImage Modifiedicon menu select Edit Page to open Lightning App Builder
• In the page layout work space area, click on any existing Tab (e.g. Related, Details...)
• On the right side panel click the Add Tab button to create a new tab
• Click on the new tab (It will be named 'Details' by default)  > under Tab Label select Custom > in the Custom Label field enter Account Plan > click Done 
• In the page layout work space area, the new 'Account Plan' tab will appear > click on it
• Go to the left panel menu and in the section Custom - Managed find ClosePlan Account Plan
• Drag it into the Account Plan tab layout
• Save the page

          Image Modified

NOTE: You may be prompted to activate the page > click Assign as Org Default > Save

Add Relationship Map in Classic

• Go to Setup > on the left panel, under Build open Customize  > Accounts > Page Layouts
• Click Edit by your desired Account Layout
• In the top scroll menu, click on Visualforce Pages 

• Drag  Image Modified down to the Account Detail layout or where you wish to have it

         Image Modified

• In the Section Name enter ClosePlan Relationships > select 1-Column > click OK

         Image Modified

• Drag the Image Modified down into the newly created section - ClosePlan Relationships

         Image Modified

• Click on the properties icon

         Image Modified

• For Height enter e.g. 350 
• Tick Show scrollbars and Ok

• Save it!

Opportunity Page Layout Configuration - Add ClosePlan Overview, Playbook, Scorecard and Relationships

...

NOTE: Before adding ClosePlan features, confirm the features purchased in the line items of your ClosePlan Customer Order Form. Accordingly, configure only those components. 

• Go to the Opportunity Tab and open any Opportunity
• From the gearImage Modifiedicon menu select Edit Page to open Lightning App Builder
• In the page layout work space area, click on any existing Tab (e.g. Related, Details...) > on the right side panel click Add Tab to create a new tab

...

Add ClosePlan Tabs (Playbook, Scorecard, Relationships) to Opportunity Page Layout in Classic

NOTE: Before adding ClosePlan features, confirm the features purchased in the line items of your ClosePlan Customer Order Form. Accordingly, configure only those components.  

• Go to Setup > on the left panel under Build open Customize  > Opportunities > Page Layouts
• Under Action, Click Edit for the Page Layout Name you want to edit
• In the top scroll menu, click on Visualforce Pages 
• Drag  Image Modified down to the Opportunity Detail layout 
• In the Section name enter ClosePlan > select 1-Column > click OK

          Image ModifiedImage Modified

• From top menu:
  
  • For all 3 components (Playbook, Scorecard, Relationships maps) drag the Image Modifiedcolumn into the created ClosePlan section > click Properties Image Modified in the ClosePlan - Tabs > set the Height to 600px > tick Show scrollbars > ok

• • For Relationships Maps only, drag the ClosePlan - Stakeholder List column into the created ClosePlan section > click Properties Image Modified in the ClosePlan > set the Height to 600px > tick Show scrollbars > ok
  • For Playbook only, drag the ClosePlan - Event List column into the created ClosePlan section > click Properties Image Modified > set the Height to 600px > tick Show scrollbars > ok
  • For Scorecard only, drag the ClosePlan - Scorecard column into the created ClosePlan section > click Properties Image Modified > set the Height to 600px > tick Show scrollbars > ok

                    Image Modified

• Click Save at the top

...