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Working with Questions
The Scorecard consists of individual questions that may contain additional information. These are presented in Question Mode.
There are different types of questions that have a predefined score based on the selected answer.
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- Text Answers
- Rich Text Answer
- Scoring
- Selected Answers
- Single Select
- Multi-Select
- Yes-No
- Yes-No with Text Answer
- Yes-No with Select Answers
- Single Select
- Multi-Select
- Opportunity Field
- Opportunity Field with Text Answer
- Contact Tracking (**New Feature)
Each Question Type provides a different behavior as described below:
Text Answer
Text Answer Questions are used when only a text answer is required.
Answers are posted as plain text.
Text Answer Questions are scored with a predefined score value if the answer is provided. If no answer is provided the value is 0 points.
- Click on the Question to open the question mode window.
- Enter your answer in the text box area and Save.
Rich Text Answer
Rich Text Answer Questions are used when a text answer is required and Rich Text is preferred.
Rich Text Answer Questions are available on both Opportunity And Account Plan Scorecards.
Rich Text answers are formatted with WYSIWYG functionality.
Rich Text Answer Questions are scored with a predefined score value if the answer is provided. If no answer is provided the value is 0 points.
- Click on the Question to open the question mode window.
- Enter your answer in the text box area and Save.
Note:
- Rich Text answers on the Account can include attached images. Images cannot be attached to Rich Text answers on Opportunities.
- Text answers for inflight deals can be upgraded to Rich Text answers using the ClosePlan template upgrade tool.
- The answer modal for Rich Text answers will differ between Opportunity and the Account Plan questions
- If you do not see the Rich Text Question type and you are running ClosePlan 1.233.0 or above, you will need to add this option manually:
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- Click on the Question
- Change number based scoring by using the up/down arrows.
- Click Save
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Answers
Selected Answer questions have predefined answers. The answers are scored and added to the overall score.
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