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Under the Relationship tab are 3 subtabs that configure Stakeholders and their relationships: Options, Fields and Picklist Values.
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=> If enabled, Contact Roles on the Opportunity will be propagated to the Role on the Stakeholders.
- Toggle the button to enable the function and click Save.
Prevent Duplicate Contacts when Creating Opportunity Contact Roles
Enable this feature to prevent Users/processes from creating Contact Roles associated with Contacts already referenced by other Contact Roles.
Note: This behavior will be enforced whether the Opportunity has a deployed ClosePlan or not.
Stakeholders Always On Map
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Note: Removing Stakeholders from the Map will behave the same as if deleted from the Map: Stakeholders will be removed from the Opportunity.
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Enabled: The Unmapped Stakeholders icon is not available and Stakeholders are always in on the map. If a Stakeholder is removed, they will be moved to the Contact list.
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When enabled, the Covered by functionality from the Stakeholder detail window and map node will be hidden
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Hide or display Attribute Fields in the Stakeholder detail/edit panels, lists and/or Mapper tool.
- To hide a field, select it from the Visible Selected Fields section > click
button > to move it to the Hidden Available Fields section click Save Fields
Setting:
Result:
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Add specific contact fields into to the Stakeholder detail/edit forms.
- From Available Fields select the desired field and move to Selected Fields via
button > reorder if needed > click Save Fields
Setting:
Result:
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This feature substitutes a ClosePlan field with a custom field.
- There are 4 default ClosePlan fields that can be replaced by custom fields: Title, LinkedIn, Facebook and Twitter
- To replace a default ClosePlan field, a custom field with the correct value must be selected.
- Select your custom field and click Save Fields.
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ClosePlan Fields: Custom Fields:
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Make sure that mapped fields are able to receive the intended values properly. Options like max. length, picklist values, etc. should match the ClosePlan definition of the Stakeholder object. If you are not sure, ask your System Administrator for assistance or send an email to support@people.ai |
Picklist Values
Defines Stakeholders Picklist Stakeholder Picklist Values and is set as a part of the ClosePlan package. Picklist Values are unique to each Org, your settings will likely be different from what is shown. The image below image is an example of what this tab might display.
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Changes must be saved by clicking on the Save Picklists button! |
How to find the Contact Roles set in your organization?
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- Default: Selecting a default option will automatically pre-select the default option when a user User creates a new record. Only one default value is allowed.
- Weight: Assigns the value of each option from 0 - 100
Color: Color used for presentation purposes in the Stakeholder Overview and in nodes
Result:
Edit Picklist Values
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- Click the
button. - Enter Master Label name of of the new value and enter the same name into API Name.
- Choose Weight and Color, click the Save Picklists button and Confirm your step.
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Additional Settings:
How to
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prevent Users from renaming the Account Maps and provide an option to select predefined names
When a Account Map is created, by default the user can enter any name of the map. There is a possibility to restrict it and creates a name for that Map. ClosePlan provides the ability restrict this behavior and to provide a list of predefined Account Map names.
- go Go to Setup > Custom Metadata Type and open CP Definition
- click Click Manage CP Definitions button and click New
- for For Label and CP Definition Name enter: OBJECT_ACCOUNT_MAP
selectSelect Active
for For Value enter the desired values that the user User will have the option to select (for example Global, EMEA, APAC) and click Save
Example: { "namePresets": [ "Global", "EMEA", "APAC" ] }
The UI result:
