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Table of Contents

Using ClosePlan Templates

Once your Event Types and Scorecard Categories are set, you’re ready to set up your ClosePlan Templates. ClosePlan Templates are designed to enforce your best-practice sales process including qualification methodology and your sequence of sales events in ClosePlan Scorecards and Playbooks.

ClosePlan Templates are flexible, they adapt to any sales methodology or process.

ClosePlan Templates can be created for Playbook, Scorecard, Scoring Tiers and Relationships.

Note

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

          Image Modified

Create a Template

  • Click Image Modified 
  • 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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