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Account Level Modules

ClosePlan Suite provides Relationship Mapping on the account Account Relationship Maps and Account Plan on the Account level.

Account Relationship Maps in Lightning

• Access is provided through the standalone "Relationships" tab.'Relationship Maps' tab.
  • The name of this tab may vary in your Organization (e.g.: Maps, Org Chart, etc.)
• The tab is normally available on every Account record detail and allows you to view existing maps or create new maps.
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Account Plan in Lightning

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• Access is provided through the standalone "Account Plan" tab.
  • The name of this tab may vary in your Organization 
• The tab is normally available on every Account record detail and allows you to view existing Account Plans or add new Account Plans.

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• Plan views can be organized by Current All Plans, Upcoming Plans and Past Plans

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• or My Plans
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Account Relationship Maps in Classic

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