Available Modules
The General tab allows Admins to enable which ClosePlan features and functions are presented to their Users.
There are 3 modules that appear on the Opportunity page(s): ClosePlan Playbook, ClosePlan Deal Scorecard and ClosePlan Relationship Mapping
- Select which modules will appear to Users in ClosePlan (for Classic and Standalone app)
= will appear in ClosePlan
= will not appear in ClosePlan
- Click Save to save your settings
Some ClosePlan customers may not have access to all modules. Refer to your customer agreement for complete details.
Misc
When activated, this feature allows any User with edit access to deploy a ClosePlan.
= Allows ClosePlan deployment by any User with edit access
= Limits ClosePlan deployment to the Owner or any User higher in the hierarchy
Customization
