ClosePlan can be configured for Lightning Experience, Classic or both. By default, ClosePlan is installed with all configurations set except Layout configurations.

Account Page Layout Configuration - Add Relationships Map

Configure in Lightning:

Go to Account Tab > open any Account
From the gearicon menu select Edit Page to open Lightning App Builder
In the page layout work space area, click on any existing Tab (e.g. Related, Details...)
On the right side panel click the Add Tab button to create a new tab
Click on the newly added tab > On the right panel, Under Tabs click in the new Tab Label > select Custom > in the Custom Tab Label enter Relationships > click Done
- In the page layout work space area, the new 'Relationships' tab will appear > click on it
Go to the left panel menu and in the section Custom - Managed find ClosePlan: Acc.Map List
Drag it into the Relationships tab layout
Save the page

NOTE: You may also need to activate the page by clicking on Activate button > click Assign as Org Default > Save

Configure in Classic:

Go to Setup > on the left panel, under Build open Customize > Accounts > Page Layouts
Click Edit by your desired Account Layout
In the top scroll menu, click on Visualforce Pages

Drag down to the Account Detail layout or where you wish to have it

In the Section Name enter ClosePlan Relationships > select 1-Column > click OK

Drag the down into the newly created section - ClosePlan Relationships

Click on the properties icon

For Height enter e.g. 350
Tick Show scrollbars and Ok

Save it!

If there are more Account layouts in your organization, you need to configure each separately.

Opportunity Page Layout Configuration - Add ClosePlan Overview, Playbook, Scorecard and Relationships

NOTE

The ClosePlan standalone application does not require any additional configuration.

However, we recommend that you add the Opportunity widget to your Opportunity layout. The Opportunity Widget helps users easily determine if there is a ClosePlan created for the opportunity record and its progress.

To access standalone app: Open App Manager> select TSPC ClosePlan > open ClosePlan App tab

(Alternatively, you can add each tab directly to your App Manager apps from Setup > App Manager)

Adding ClosePlan Overview widget in Lightning

Go to Opportunity Tab and open any Opportunity
From the gearicon menu select Edit Page to open Lightning App Builder
On the left panel menu find Custom - Managed > ClosePlan: Opportunity Overview (TSPC)
Drag it into the layout - preferably to the top of the narrow column on the right
Click Save

NOTE: You may also need to activate the page by clicking on the Activate button > click Assign as Org Default > Save

Add ClosePlan Features (Playbook, Scorecard, Relationships) in Lightning

The following steps will create our standard default view.

Please note that this configuration can be customized to match your preferences.

NOTE: Before adding ClosePlan features, confirm the features purchased in the line items of your ClosePlan Customer Order Form. Accordingly, configure only those components.

Go to Opportunity Tab and open any Opportunity
From the gearicon menu select Edit Page to open Lightning App Builder
In the page layout work space area, click on any existing Tab (e.g. Related, Details...) > on the right side panel click Add Tab to create a new tab

Click on the newly added tab > in the Tab Label menu select Custom > in the Custom Tab Label enter the component name i.e. Playbook > click Done
- Repeat this step to add another components

Click one of the newly created tabs > Go to the left panel menu and in the section Custom - Managed find the ClosePlan components needed, and drag them into the correct tab space according to the following

Tab Label	Component Name
Playbook	ClosePlan: Opp. Playbook
Scorecard	ClosePlan: Opp. Scorecard
Relationships	ClosePlan: Opp. Relationships

Click Save
NOTE: You may also need to activate the page by clicking on Activation button > click Assign as Org Default > Save

Add ClosePlan Features in Classic