Page Comparison

...

• Directly through an Opportunity record
  • ClosePlan layouts are placed directly into Opportunity record detail pages.
  • The look, feel and user experience will differ based on Classic or Lightning Experience environments.
• Through a the Standalone App
  • Dedicated application from where ClosePlans/Opportunities can be manipulated.All activate Opportunity Modules can be accessed through the dedicated application tab in Salesforce
  • Same look, feel and user experience for both Salesforce Classic and Lightning Experience.

...

• Alternatively, tabbed mode can be used where a single tab, usually named ClosePlan, holds sub-tabs for each module .
  
  
  
• Tabs are normally available on every Opportunity record detail.
• Based on your configuration, you may have one, two or all the modules available.

Access Opportunity Modules through the Stand-alone App

The Standalone App provides access to all opportunity modules using a consolidated User Interface.  

• Open ClosePlan App tab
  • Usually accessed from default Salesforce app tabs such as "Sales" if configured
    
    
    
  • Alternatively, you can find it by opening TSPC ClosePlan App from the App Launcher.
    • Click on the waffle button in top left corner to launch and select TSPC ClosePlan,

Image Added

• • • or select directly from the All Items list below the All Apps section, also in the App Launcher.

Image Modified

...