Enable or disable features in the Playbook.
Options
Enable Files
Enables the ability to connect Links and Files to Events in the Events modal
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Prevent Sales Process Change (recommended)
If enabled, Opportunities with Staging Enabled ClosePlans will be prevented from changing its Sales Process in order to maintain the correct Process as defined in the Template.
The Sales Process may change when the Record Type changes if it has a different Sales Process. The Record Type can be changed if the Sales Process remains the same.
Prevent changing events from the Template
Prevents users from changing events defined by the template.
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Prevent deleting events from the Template
Prevents users from deleting events defined by the template.
Prevent deleting checklist items from the Template
Prevents Users users from deleting checklist items that are defined by the Templatestemplate.