Inspired by a Client’s idea
Adding the Opportunity Scorecard % to the Opportunity Highlight Header panel is a great way to help drive ClosePlan adoption.
Note: Each Organization is unique, so there may be steps needed that are not represented here. If this is the case, please reach out to People.ai Technical Success here.
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Create New Custom Field:
Go to the Gear icon in the top right > Setup > Object Manager > Opportunity > Fields & Relationships > New
Step 1. Choose the field type
Type: Formula
Next
Step 2. Choose output type
Field Label: MEDDIC Score % (Or name it as needed: Scorecard Score %, BANT Score %, Sandler..., CoM..., etc.)
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Options: Decimal Places: 2
Next
Step 3. Enter Formula
Select the Simple Formula tab
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Help Text: Fill in as needed
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Next
Step 4. Establish field-level security
Select the needed Field Level Security for Profile (To select All, click the 'Visible' box on the column header until all boxes are checked)
Set all selected to 'Read Only' or as desired.
Next
Step 5. Add to page layouts
Add the field to desired page layouts
Example:
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Save
Add the new MEDDIC Score % to the Opportunity Page Layout
Step 1. Create (Or edit existing) New Compact view and assign:
From any open Opportunity click on the Gear icon > Edit Object > Compact Layouts
Select System Default
Click on Clone
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Step 2: Compact Layout Edit
Label: Compact1 (or a name you choose)
Move the field you created MEDDIC Score % from Available to Selected
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Click on Save
Step 3: Compact Layout Assignment
Return to the Compact Layouts list (From any open Opportunity click on the Gear icon > Edit Object > Compact Layouts)
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All selected Record Types will be highlighted when assigned.
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Click Save
Step 4: Confirm
Open any Opportunity using the Record Type you selected and view to confirm the field is present.
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Click on Save in the top left to save the Page Layout
Click Save
Confirm
Open any Opportunity using the Record Type you selected and view to confirm the field is present.
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