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Available Modules
The General tab allows Admins to enable which ClosePlan features and functions are presented to their Users.
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= Limits ClosePlan deployment to the Owner or any User higher in the hierarchy
Customization
Rename Modules
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Note: Task Record Type access is driven by Profiles. Please ensure that the Profiles that need access to the chosen Task Record Type are assigned access. |
Search Options
Select fields from the Opportunity Object to be referenced in the search process in places such as Account Planning search, cloning ClosePlans etc.
Select max 5 items and move them from Available to Selected
Click 'Save Changes'