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NOTE: You may be prompted to activate the page > click Assign as Org Default > Save
Add ClosePlan 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
down to the Account Detail layout or where you wish to have it
- In the Section Name enter ClosePlan RelationshipsAccount Maps > select 1-Column > click OK
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- Drag the component 'ClosePlan Account Map List' into the newly created section - ClosePlan Account Maps
- Click on the properties icon
- For Height enter e.g. 350
- Tick Show scrollbars and Ok
- Save it!
Add Account Plan in Classic
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Note: To enable Account Planning, send an e-mail to support@people.ai with your Organization ID. Instructions to find your Organization ID
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- 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 down to the Account Detail layout or where you wish to have it
- In the Section Name enter Account Plan > select 1-Column > click OK
- Drag the component 'ClosePlan: Account Plan' into the newly created section - ClosePlan RelationshipsAccount Plan
- Click on the properties icon
- For Height enter e.g. 350 600
- Tick Show scrollbars and Ok
- Save it!
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If there are more Account layouts in your organization, you need to configure each separately.
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Opportunity Page Layout Configuration - Add ClosePlan Overview, Playbook, Scorecard and Relationships
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The following steps are for the standard default view. Please note that your configuration can be customized to match your preferences. |
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 gear
icon 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
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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 down to the Opportunity Detail layout
- In the Section name enter ClosePlan > select 1-Column > click OK
- From top menu:
- For all 3 components (Playbook, Scorecard, Relationships maps) drag the
column into the created ClosePlan section > click Properties 
in the ClosePlan - Tabs > set the Height to 600px > tick Show scrollbars > ok
- For all 3 components (Playbook, Scorecard, Relationships maps) drag the
- For Relationships Maps only, drag the ClosePlan - Stakeholder List column into the created ClosePlan section > click Properties 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 > set the Height to 600px > tick Show scrollbars > ok
- For Scorecard only, drag the ClosePlan - Scorecard column into the created ClosePlan section > click Properties > 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
- Click Save at the top
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If more Layout Configurations are needed for your organization, you will need to create each individually.
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