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• Click Save to save the layout.

Opportunities with Playbook Events and

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Checklist Items

This report type shows Opportunities with Playbook Events and Checklist Items.

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• Click on (Click to relate another object)

• Select ClosePlan > Each “A” record must have at least one related “B” records

• For another object select ClosePlan Events > Each “B” record must have at least one related “C” records

• For last object select Activities > “C” records may or may not have related “D” records

• Save

Opportunities with Relationship Maps and Stakeholders (Contacts)

This report type shows Opportunities with Relationship Maps = # Stakeholders, Stakeholders attributes = Contact Name, Decision Influence, Role, Relationship, Support Status, Notes

Report shows Opportunities only with Stakeholders = contacts from the Opportunity Contact Roles added automatically when CP is created or added Contacts to the map.

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• Primary Object: Opportunities

• Report Type Label: Opportunities with CP Relationship Maps

• Report Type Name: OpportunitiesWithCPRelationship Maps

• Description: Opportunities with CP Relationship Maps and Stakeholder attributes

• Store in Category: Opportunities

• Deployment Status: Deployed

• Next

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• Click on (Click to relate another object)

• Select ClosePlan > Each “A” record must have at least one related “B” records

• For another object select CP Deal Stakeholders > Each “B” record must have at least one related “C” records

• Save

To track Opportunity Relationship Maps with and without Stakeholders (Contacts) = there is deployed ClosePlan but there is no Contact in the map, the report type has to have object C with the may or may not have option

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