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Table of Contents

Using ClosePlan Templates

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Note

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

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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

  • Click Image Modified 
  • 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 .by clicking the Edit button in the top right
  • Click on the created Template Name to open the template and continue to enter template details and settings for ClosePlan components.

Example of an Opportunity Template opened for editing:

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  • Template Information - Name of Template and optional description
  • Version Information - Optional Version Name and optional description
  • Status - Indicates the Status of the opened version:
    • Draft - Template can be edited
    • Active - Template cannot be edited and is available for deployment by Users
    • Archived - Template cannot be edited and is no longer available for deployment by Users
  • Deployment Settings - Optional Playbook Timing settings
  • Filter Criteria - Optional Filter criteria (See Template Filter Settings section below)

Template Layout & Navigation

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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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