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Score Summary Bar - Displays the score as defined by the Account Plan.
View Dashboard Button - Brings you to the Dashboard
Collapse / Expand All - Collapses or expands all categories.
Toggle Full-Screen mode - Toggles to and from full screen view.
Back - Returns to Account Plan List
Scored Question - Question with a numeric value answer
Notes - Indicates that a note has been added to the question.
Text Question - Question with a text answer
Added Task - Salesforce Task added to a Question
Unanswered Question - To provide an answer, click on the question. question
Picklist Question - Question with an answer provided by a picklist from an Account Field. Answers provided in the Account plan will synch back to the Account.
Yes/No Question with single select answer - Indicates Yes answer and related score
Selected Answer Question - A multiple choice question that can be answered by one or by multiple selected answers based on settings. The colors are set in the template.
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Open tasks are displayed directly in the body of Questions.
Users can view all 'question tasks' by clicking on the Question name.
NOTE: August 23 2021 - updated image due Sept 1 2021
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To view / edit a single Task detail or delete the task, click on the task subject line or the menu button on the right.
NOTE: August 23 2021 - updated image due Sept 1 2021
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To complete the task, mark the check box or go to the edit mode and change the status.
Completed tasks will move to the Action list
NOTE: August 23 2021 - updated image due Sept 1 2021
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Change the Status in the Task window:
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Result of completed task:
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Whitespace Layout and Navigation
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Double click directly on the Metric value to edit
Troubleshooting Account Plan issues:
Permission to view is blocked
Issue is incomplete - DD
When adding and configuring Account Plan to existing Accounts, ClosePlan Support or the System Administrator must redistribute Permissions and reconfigure Permission Sets to allow access.
Error Screen:
IMAGE NEEDED
Solution: Go to ClosePlan Admin > User Manager > click on ‘Redistribute Permissions’ and 'Configure'
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Nonexistent Fields
Error Message: Whitespace Map is referencing field which does not exist: XSBF_ProductA__c. Please contact your administrator
Solution: If a new field has been imported in an Account Plan, it is present but must be updated.
Error screen:
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Solution: Go to ClosePlan Admin > Custom Attributes > Click the '…' button >
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Result:
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