Using ClosePlan Templates

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Access

• ClosePlan Admin tab > Templates on the left panel menu

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1. Templates - Choose to show Account, Opportunity or all Templates
2. Show Only Active - Toggle to display only active templates
3. New - Create New Templates
   1. The dropdown arrow provides an option to Correct Templates
      This service will correct Templates created using older ClosePlan versions if needed
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4. Template Name
5. Type
6. Status
7. Active - Show the number of Active Versions of the Template
8. Archived - Shows the number of Archived Versions of the Template
9. Draft - Shows the number of Draft Versions of the Template
10. Trash - Delete the Template (All version will be deleted.)
    1. Deployed Templates cannot be deleted. 

Create a Template

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• Enter the Template Name and save Image RemovedOnce the new Template is saved, it is default Inactive status = in draft modeTemplate Name > Select Opportunity Plan Template or Account Plan Template > Create
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• The New Template will be displayed and ready for Editing
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• The new Template is set to Draft status and is ready to be edited.
• Click on the created Template Name to open the template and continue to enter template details and settings for ClosePlan components.

Template Layout & Navigation

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1. Template Name and Version - Indicates the name and version 3 and Status of the Template.
2. Controls
   1. Clone - Creates a clone of the Template. The cloned Template will be in Inactive (draft) mode.
   2. New Version - 

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Template Layout & Navigation

Every Template contains these modals:

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1. 1. Creates a new version of a Template. If the original version is already deployed, you can create a new version of the deployed Template.  The new version will be in Draft mode. Make your changes and activate the template to use it in your ClosePlan.
   2. Edit - Click to Edit the selected Version
   3. Back - Returns to the Main Template page.
2. Tabs
   1. Detail - Displays information about the template, versions and filter criteria.
   2. Playbook

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1. 1. -

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1. 1. Create and Edit Playbook Events.
   2. Scorecard -

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1. 1. Create and Edit Scorecard Questions.
   2. Scoring

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1. 1. Tiers - Customizes the deal

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1. 1. Scorecard output.
   2. Relationships - Customizes relationship role goals of

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1. 1. Stakeholders
2. Template Information
   1. Name - Template Name
   2. Description - Optional description information
3. Versions - Displays individual Version information 
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   1. Version Number
   2. Version Description - Optional description
   3. Template Version ID # - ID # for the specific version
   4. COPY - Copy button for the Template Version ID #
   5. Status - Draft, Active or Archived status. To change the status, click on the Edit button..
      
      • Draft - The Template is in Draft mode and can be edited.
      • Active - The Template is Active.
        • Active Templates cannot be edited. 
        • To edit an Active Template, the status must be changed to Draft mode by clicking on the Edit Button.
        • If the Template is deployed, it must first be removed from Opportunities and then changed to Draft status. (Option: Create a new version)
      • Archived - Template is not in use and cannot be deployed. Archived Templates have inactive status
4. Version Information
   1. Version Name - Optional Name for each version
   2. Version Description - Optional description for each version
   3. Deploy Status - 
   4. Shows if the Template is Unused or Deployed in the ClosePlan. 
      • Unused - Template is not deployed to any Opportunity and can be edited or activated to be deployed..
      • Deployed - Template has been activated and deployed.
        • Deployed Templates cannot be directly modified.
          • To make changes to a Deployed Template, the Template must be deleted from the ClosePlan and recreated.
          • Options:
            • Create a new version, edit, deploy
            • Clone the Template, edit, deploy
   5. Created By - Shows who created the Template version and when
   6. Last Modified - Shows the Template last modified date
5. Deployment Settings
   1. Playbook Timing - Indicates the start of the Playbook timing
6. Filter Criteria - Indicates if and what filters are active
   1. Click Edit Filters

Detail tab

1. Template Name and Version - Indicates the name and version 3 and Status of the Template.
2. Clone - Used to create a copy of the Template. The cloned Template will be in Inactive (draft) mode. To use the clone template, the status must be Active. 
3. New Version - Creates a new version of a Template. If the original version is already deployed, you can create a new version of the deployed Template.  The new version will be in Draft mode. Make your changes and activate the template to use it in your ClosePlan.
4. Edit - Edits the Template and enables you to assign Template status: Draft, Active or Archived.
5. Back - Returns you to the Templates menu.
6. Delete - Deletes the version of the Template.
7. Versions - Displays created versions of the Template and allows you to choose the desired template. Individual Versions - Displays versions of the Template
   1. Version number, and Name
   2. Template Version ID #
   3. COPY - Copies the Template Version ID #
   4. Status
   5.  Lock Icon - Indicates that the Version is deployed
8. Status - Shows the mode of the Template: Draft, Active or Archived status. To change the status, click on the Edit button..
   
   •     = The Template is in Draft mode and can be edited.
   •      = The Template is Active. Active Templates cannot be edited. To edit an Active Template, the status must be changed to Draft mode by clicking on the (4) Edit Button. If the Template is deployed, it must first be removed from your ClosePlan and then changed to Draft status. 
   •   = Archived Templates (Archived Templates have inactive status)
9. Deploy Status - Shows if the Template is Unused or Deployed in the ClosePlan. 
   •   = Template is unused and can be edited or deployed to the ClosePlan.
   •  = Template has been activated and added into ClosePlan. It cannot be directly modified. To make changes to a Deployed Template, the Template must be deleted from the ClosePlan and recreated; or you must create a new version; or you must clone the Template, then edit and deploy the new version of the template or cloned template. 
10. Playbook Timing - Sets template deployment for Playbook = events can start or finish based on this setting. 
11. Edit Filters - Creates and enables Template filters to deploy specific templates for given opportunities.
12. Enabled - Shows if filters are enabledor disabled. 
13. Filter fields - Shows what filters are activated.

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Once the Template is activated, it will be listed as Locked. 

Delete the Template

ClosePlan is following SFDC behaviour where user cannot delete record if he does not own the record or he is not above the owner in the hierarchy.

Template can delete:

• System administrator
• User who created the template = owner
• User above the owner in the role hierarchy 

Only unused template can be deleted.

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Who can create ClosePlan = deploy the Template on the Opportunity

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