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

ClosePlan Account Planning must be enabled separately after the installation process. If you need Account Planning activated, please contact your sales representative.

Account Page Layout Configuration

Add ClosePlan Relationship Map 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: Account Maps
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

Add Account Plan in Lightning

Note: To enable Account Planning, send an e-mail to support@people.ai with your Organization ID.

Instructions to find your Organization ID

We will reply with confirmation when Account Planning has been enabled.

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 new tab (It will be named 'Details' by default) > under Tab Label select Custom > in the Custom Label field enter Account Plan > click Done
In the page layout work space area, the new 'Account Plan' tab will appear > click on it
Go to the left panel menu and in the section Custom - Managed find ClosePlan Account Plan
Drag it into the Account Plan tab layout
Save the page

NOTE: You may be prompted to activate the page > click Assign as Org Default > Save

Add ClosePlan Relationship Map 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

ClosePlan Guide > Workspace Configuration > image2021-10-22_13-14-43.png

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

ClosePlan Guide > Workspace Configuration > image2021-10-22_13-15-56.png

Drag the component 'ClosePlan Account Map List' into the newly created section - ClosePlan Account Maps

ClosePlan Guide > Workspace Configuration > image2021-10-22_13-16-58.png

Click on the properties icon

ClosePlan Guide > Workspace Configuration > image2021-10-22_13-17-43.png

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

ClosePlan Guide > Workspace Configuration > image2021-10-22_13-19-37.png

Save it!

ClosePlan Guide > Workspace Configuration > image2021-10-22_13-20-16.png

Add Account Plan in Classic

Note: To enable Account Planning, send an e-mail to support@people.ai with your Organization ID.

Instructions to find your Organization ID

We will reply with confirmation when Account Planning has been enabled.

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

ClosePlan Guide > Workspace Configuration > image2021-10-20_17-35-19.png

In the Section Name enter Account Plan > select 1-Column > click OK

ClosePlan Guide > Workspace Configuration > image2021-10-22_13-21-12.png

Drag the component 'ClosePlan: Account Plan' into the newly created section - Account Plan

ClosePlan Guide > Workspace Configuration > image2021-10-22_13-22-15.png

Click on the properties icon

ClosePlan Guide > Workspace Configuration > image2021-10-22_13-22-47.png

For Height enter e.g. 600
Tick Show scrollbars and Ok

ClosePlan Guide > Workspace Configuration > image2021-10-22_13-27-50.png

Save it!

ClosePlan Guide > Workspace Configuration > image2021-10-22_13-28-23.png

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

ClosePlan Guide > Workspace Configuration > image2019-1-31_13-55-45.png

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

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

ClosePlan Guide > Workspace Configuration > image2018-10-22_8-36-29.png

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

Add ClosePlan Overview Widget in Lightning

ClosePlan Guide > Workspace Configuration > image2023-3-24_16-34-4.png

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

ClosePlan Guide > Workspace Configuration > image2021-11-1_15-17-59.png

Add ClosePlan Tabs (Playbook, Scorecard, Relationships) to Opportunity Page Layout in Lightning

The following steps are for the standard default view.

Please note that your 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 the 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

ClosePlan Guide > Workspace Configuration > image2019-1-31_14-44-43.png

Click on the newly added tab > in the Tab Label menu select Custom > in the Custom Tab Label enter the component name Playbook / Scorecard / Relationship Maps > click Done
- Repeat this step to add additional tabs

ClosePlan Guide > Workspace Configuration > image2019-1-31_14-53-23.png

In the workspace area, 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 each one by one 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

ClosePlan Guide > Workspace Configuration > image2019-6-5_11-49-39.png

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

Add ClosePlan Tabs (Playbook, Scorecard, Relationships) to Opportunity Page Layout in Classic

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 Setup > on the left panel under Build open Customize > Opportunities > Page Layouts
Under Action, Click Edit for the Page Layout Name you want to edit
In the top scroll menu, click on Visualforce Pages
Drag down to the Opportunity Detail layout
In the Section name enter ClosePlan > select 1-Column > click OK

From top menu:
- For all 3 components (Playbook, Scorecard, Relationships maps) drag the column into the created ClosePlan section > click Properties in the ClosePlan - Tabs > set the Height to 600px > tick Show scrollbars > ok

- For Relationships Maps only, drag the ClosePlan - Stakeholder List column into the created ClosePlan section > click Properties in the ClosePlan > set the Height to 600px > tick Show scrollbars > ok
- For Playbook only, drag the ClosePlan - Event List column into the created ClosePlan section > click Properties > set the Height to 600px > tick Show scrollbars > ok
- For Scorecard only, drag the ClosePlan - Scorecard column into the created ClosePlan section > click Properties > set the Height to 600px > tick Show scrollbars > ok

ClosePlan Guide > Workspace Configuration > image2020-4-7_12-22-46.png

Click Save at the top

If more Layout Configurations are needed for your organization, you will need to create each individually.

ClosePlan Guide > Workspace Configuration > image2019-1-31_14-0-13.png