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Newly created Templates are Inactive by default and are in Draft Mode. Newly created Templates can apply and edit the settings for Events, Scorecard, Scoring Tiers and Relationships. To deploy a Template (create a ClosePlan), the Template status must be Active. |
Access
- ClosePlan Admin tab > Templates on the left panel menu
- Templates - Choose to show Account, Opportunity or all Templates
- Show Only Active - Toggle to display only active templates
- New - Create New Templates
- The dropdown arrow provides an option to Correct Templates
This service will correct Templates created using older ClosePlan versions if needed
- The dropdown arrow provides an option to Correct Templates
- Template Name
- Type - Opportunity or Account
- Status - In Use or Not Used
- Active - Show the number of Active Versions of the Template
- Archived - Shows the number of Archived Versions of the Template
- Draft - Shows the number of Draft Versions of the Template
- Trash - Delete the Template (All version will be deleted.)
- Deployed Templates cannot be deleted.
Create a Template
- Click
- Enter the Template Name > Select Opportunity Plan Template or Account Plan Template > Create
- 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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Information can be filtered with the following operatorsField specific operators:
Picklist Field:
- Equal
- Not Equal
Checkbox Field:
- Equal
Currency:
- Equal
- Not Equal
- Greater Than
- Greater Than or Equal to
- Less Than
- Less Than or Equal to
Number:
- Equal
- Not Equal
- Greater Than
- Greater Than or Equal to
- Less Than
- Less Than or Equal to
Text:
- Equals
- Not Equal
- In (: separated)
- Contains
- Starts With
- Ends With
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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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.
Who can create ClosePlan and deploy the Template to an Opportunity
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