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The Playbook enables you to create Events with (or without) Stage Auto-Progression, Events Dependencies and Checklist items.
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Block if Event is required - Event can be set as required. If so, users Users will be prevented from moving to the next stage Stage until the required Event is completedset to Completed.Auto-Complete open Event - Event is set as not required. Users can move to the next stage
If the Event is in any status other than ‘Completed’, Users will be prevented from moving to the next Stage.
Example: Even if all Checklist items are ticked (may be required or optional) and the Event is still ‘In Progress’, Users will be prevented from moving to the next Stage.
Auto-Complete open Event - Indicates the Event is set as not required. Users can move to the next Stage even if there is an uncompleted Event.
Block if Event is required, otherwise Auto-Complete Event - This setting allows for a combination of the 2 settings above. If there is a required Event, Users will be blocked from moving to the next Stage. If the Event is not required to move to the next stageStage, otherwise Users can are permitted to move to the next stageStage.
Sales Process
The selected Sales Process is displayed as Sales Stages in the Playbook. Sales Stages contain Events.
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Required = Event can be closed only after the Event upon which it is dependent is completed and closed.
Not Required = Event can be closed without completing or closing the Event upon which it is dependent.
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Click on the Event name to open the event
Go to Dependency tab and click on Add dependency
Select a target event and mark if the target event will be required as completed in order to complete this Event
Save
Add additional dependencies if needed and Save
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Toggle Sidebar - Toggles visibility of the Sidebar.
Switch view between days and months.
Scroll buttons - Scroll the Gantt area to Start, left, right or to the End
Export data as Excel, PDF, Image or MS Project
Add a new Event
Event Stage - click
to hide Events from view.
Dependency button - hover over the event corner > click the button and drag the dependency line to the desire event.
Event Bar - Double click to open the Event, hover over the event bar corner to extend or shorten the event bar, click 1x to move the event right or left
Not required dependency (grey)- to delete it click 2x on the dependency line and click Delete.
Required dependency (orange) - to delete it click 2x on the dependency line and click Delete.
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Individual data can be propagated on the Opportunity layout or in the Reports.
Settings are made to the template from which you want to propagate data. If there are multiple active templates, you need to set up sync for each template from which data will be propagated.
To assign the sync, the custom fields on the Opportunity or ClosePlan Object need to be created. To propagate data to the Opportunity layout, the custom fields need to be created on the Opportunity Object.
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Save
Repeat steps to set sync for other events
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Note: Event Status picklist found on CP:Event is a Custom Field Definition and is part of the managed package. Modifying the Status picklist can adversely affect the application, unless explicitly stated. In general, any field or picklist that can be modified is accessible through the ClosePlan Admin tab. If any changes are needed to the Status Picklist, please coordinate with Engineering by sending the request to Support@People.ai |