1.Mandatory configuration before upgrading:

Delete CP Overview widget from the Opportunity Pages in Lightning

• Go to Setup > in the Quick Find box enter Lightning App Builder and open it
• Open every Opportunity Lightning Page > click Edit and if there is a CP Overview widget placed in the layout => delete it and save the page.
• Upgrade your organization with the new version if you have the link (or the CP team can push your organization via the system)
• Go back to the Opportunity Lightning Page(s) and place the CP Overview widget back to the layout(s)

2. Mandatory configuration after upgrading:

• Go to ClosePlan Admin tab > Templates and click thebutton right up
• Select Correct Templates and Confirm
• You should receive mail with template event files update. 

3. Optional configuration after upgrading:

New release enabled to extend event status.

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