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Layout & Navigation
The following describes the relevant components and related navigation. Detailed descriptions of functions are described below.
Unanswered Layout:
Answered Layout:
- Score Summary Bar - Indicates the score as defined in the Scorecard Template.
- View Dashboard - Brings you to the Dashboard when clicked.
- Toggle Full-Screen mode - Shows the page in full screen when clicked.
- Collapse / Expand All - Collapses or expands all categories.
- Toggle notes edit mode - Expands notes section to add/edit or delete notes directly from the layout.
- Unanswered - Indicates the question is not answered. To answer the question click on the question.
- Selected Answer - Selected answer for opportunity field question. This answer propagate selected data from the opportunity. - DEP - clarify this
- Category Header - Name of individual section
- Added Action - Indicates added action/s for the question needing completion.
- Notes - Indicates that a note has been added to the question.
- Selected Yes/No Question with Multi-Select answers - Indicates Yes answers and related score. The Color is set in template.
- Selected Answer Question with Single-Select answer - Indicates selected answer for the question with the related score.
Note: If only selected answer is showed in the layout and you can not see another answers, its because of setting in ClosePlan Admin environment for Scorecard section. - DEP - Is this necessary?
Working with Questions
The Scorecard consists of individual questions that may contain additional information. These are presented in Question Mode.
There are different types of questions that have a predefined score based on the selected answer.
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- Click on the Question name
- Click directly on the Yes or No and Save
- If you want to reset the question as unanswered, use the X button between Yes and No.
Yes-No with Text Answer
Yes-No with Text Answer allows for a Yes answer with a plain text comment. If Yes is selected, the predefined score will be added to the overall score, otherwise the value will be zero.
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Opportunity field question allows Users to select answers from predefined fields whose are propagated from the Opportunity. DEP - Clarify
- Click on the Question name
- Select the answer from the field/fields and Save
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Opportunity field question with Text Answer allows Users to select answers from predefined fields whose are propagated from the Opportunity and optionally add text. - DEP - Clarify
- Click on Question name
- Select the answer from the field/fields, enter a text answer and Save
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Access Help content for further information provided by your company settings. If there is no Help tab, help text was not provided or is not enabled.
- Click on the Question name and go to the Help tab. - DEP - Is this graphic correct?
Scorecard Actions (Tasks)
Every Scorecard question may have its own Salesforce Tasks (actions) which can be required, or which can be created by Users. DEP - Make sure this is correct.
Creating a Task
- Click on the Question name
- Click
button - Fill in the appropriate fields in the Task detail side panel and click Save.
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- The newly created task will appear in the Action Actions list and in the Scorecard layout. From these 2 places you can view / edit / delete tasks.
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