Versions Compared

Old Version 4

changes.mady.by.user David Depman

Saved on

compared with

New Version Current

changes.mady.by.user David Depman

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Standalone App tab allows The Opp. Plans tab allows Admins to control the Standalone behavior on Opportunities

Image Added


Standalone View Options

The Standalone View Options allows Admins to enable Teams, Chatter and Files in the Standalone Application. 

  • Select which options will appear in the Standalone App
  • Click Save

           Settings:

          Image Removed

           Result:

          Image RemovedImage Added

Result:

Image Added


Miscellaneous

Image Added

Allow ClosePlan deployment by Members

ClosePlan can be deployed only by Opportunity Owners and Users above in the hierarchy by default. If this option is enabled, any user with edit access will be able to deploy ClosePlan.

Surface the master Opportunity ClosePlan on child Opportunities

If enabled, Opportunities with a parent Opportunity will display the ClosePlan connected to the parent Opportunity.