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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
      
      
      
      
      
4. Template Name
5. Type - Opportunity or Account
6. Status - In Use or Not Used
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 > Select Opportunity Plan Template or Account Plan Template > Create
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• The New Template will be displayed and ready for Editing
  
• 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.

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Playbook will start 10 days after the Created Date of the Opportunity.

Template

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Filter Settings

Template filters are used to determine which template options are available to Users if certain criteria are achieved.

If the criteria demanded by the filters are achieved, the User will be presented with customized Template options.

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The Logic Filter is used to set the condition that min 2 filters or all 3 filters are mandatory on an Opportunity to upload the correct template.

Information can be filtered with the following operators:

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• Equal
• Not Equal
• Greater Than
• Greater Than or Equal to
• Less Than
• Less Than or Equal to

Examples:

• If Filter 1 is set with Currency and the Amount is > 20,000, the template will be available only for Opportunity amounts over 20,000 ($,€,...)

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• If Filter Logic is set with conditions (1 OR 2) AND 3, then the information must match either Filter 1 or Filter 2, and also match Filter 3 in order to deploy the template.                        

Activate the Template

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

Delete the Template

ClosePlan follows SFDC behaviour. Users cannot delete records if the User does not own the record or the User is below the owner in the hierarchy.

Templates can be deleted by:

• A System Administrator
• The User who created the Template (The Template Owner)
• A User above the owner in the role hierarchy 

Only unused template can be deleted.

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Who can create ClosePlan and deploy the Template to an Opportunity

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