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Table of Contents

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  • Go to Setup > on the left panel, under Build open Customize  > Accounts > Page Layouts
  • Click Edit by your desired Account Layout
  • In the top scroll menu, click on Visualforce Pages 
  • Drag  Image Modified down to the Account Detail layout or where you wish to have it

         Image Modified

  • In the Section Name enter ClosePlan Relationships > select 1-Column > click OK

         Image Modified

  • Drag the Image Modified down into the newly created section - ClosePlan Relationships

         Image Modified

  • Click on the properties icon

         Image Modified

  • For Height enter e.g. 350 
  • Tick Show scrollbars and Ok

          

  • Save it!

         


Note

If there are more Account layouts in your organization, you need to configure each separately. 


Opportunity Page Layout Configuration - Add ClosePlan Overview, Playbook, Scorecard and Relationships

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Info

The following steps will create our standard default view. 

Please note that this configuration can be customized to match your preferences.

       

NOTE: Before adding ClosePlan features, confirm the features purchased in the line items of your ClosePlan Customer Order Form. Accordingly, configure only those components. 

  • Go to Opportunity Tab and open any Opportunity
  • From the gearImage Modifiedicon menu select Edit Page to open Lightning App Builder
  • In the page layout work space area, click on any existing Tab (e.g. Related, Details...) > on the right side panel click Add Tab to create a new tab

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Add ClosePlan Features in Classic

NOTE: Before adding ClosePlan features, confirm the features purchased in the line items of your ClosePlan Customer Order Form. Accordingly, configure only those components.  

  • Go to Setup > on the left panel under Build open Customize  > Opportunities > Page Layouts
  • Under Action, Click Edit for the Page Layout Name you want to edit
  • In the top scroll menu, click on Visualforce Pages 
  • Drag  Image Modified down to the Opportunity Detail layout 
  • In the Section name enter ClosePlan > select 1-Column > click OK

          Image ModifiedImage Modified

  • From top menu:
    • For all 3 components (Playbook, Scorecard, Relationships maps) drag the Image Modifiedcolumn into the created ClosePlan section > click PropertiesProperties Image Modifiedin  in the ClosePlan - Tabs > set the Height to 600px > tick Show scrollbars > ok
    • For Relationships Maps only, drag the ClosePlan - Stakeholder List column into the created ClosePlan section > click PropertiesProperties Image Modified in the ClosePlan > set the Height to 600px > tick Show scrollbars > ok
    • For Playbook only, drag the ClosePlan - Event List column into the created ClosePlan section > click PropertiesProperties Image Modified > set the Height to 600px > tick Show scrollbars > ok
    • For Scorecard only, drag the ClosePlan - Scorecard column into the created ClosePlan section > click PropertiesProperties Image Modified > set the Height to 600px > tick Show scrollbars > ok

                    Image Modified

  • Click Save at the top


Note

If more Layout Configurations are needed for your organization, you will need to create each individually.

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