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The selected Sales Process is displayed as sales stages Sales Stages in the Playbook. Sales stages Stages contain eventsEvents.
A Sales Process must be active and selected from the template Template list to create a ClosePlan.
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The Sales Process contains record typesRecord Types. If the Opportunity has a different record type Record Type than the selected sales process Sales Process in your templateTemplate, you will be prevented from uploading the template into the Opportunity until you change the record type Record Type on the Opportunity. ClosePlan will allow Users to choose a Template only when the sales process Sales Process is the same as on the Opportunity or when the Template Stage Auto-Progression settings are inactive on the Template. To change the record type Record Type on the Opportunity > click the
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Required = Event can be closed only after the Event upon which it is dependent is completed and closed.
Not Required = Event can be closed without completing or closing the Event upon which it is dependent.
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- Click on the Event name to open the event
- Go to Dependency tab and click on Add dependency
- Select a target event and mark if the target event will be required as completed in order to complete this Event
- Save
- Add additional dependencies if needed and Save
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If there are dependecies, it will affect the dates of dependet Events.
- drag Drag the event and move left or right to change the start day of the Event
- hover Hover over event corner to see the arrow and extend or shorten the Event duration
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- Toggle Sidebar - Toggles visibility of the Sidebar.
- Switch view between days and months.
- Scroll buttons - Scroll the Gantt area to Start, left, right or to the End
- Export data as Excel, PDF, Image or MS Project
- Add a new Event
- Event Stage - click
to hide Events from view. - Dependency button - hover over the event corner > click the button and drag the dependency line to the desire event.
- Event Bar - Double click to open the Event, hover over the event bar corner to extend or shorten the event bar, click 1x to move the event right or left
- Not required dependency (grey)- to delete it click 2x on the dependency line and click Delete.
- Required dependency (orange) - to delete it click 2x on the dependency line and click Delete.
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Individual data can be propagated on the Opportunity layout or in the Reports.
Settings are made to the template from which you want to propagate data. If there are multiple active templates, you need to set up sync for each template from which data will be propagated.
To assign the sync, the custom fields on the Opportunity or ClosePlan Object need to be created. To propagate data to the Opportunity layout, the custom fields need to be created on the Opportunity Object.
- Go to Templates > open the Template from which you want to propagate data.
- Note: if there is more than 1 template activated, and would you like to have data from every active template, you must set the sync in each template.
- Go to Playbook > click the Event Sync settings
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- Save
- Repeat steps to set sync for other events
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Note: Event Status picklist found on CP:Event is a Custom Field Definition and is part of an upgradeable package installed from the AppExchange. Modifying the Picklist can adversely affect the application. If changes are needed, please coordinate with Support@People.ai |