Enable or disable features in the Playbook.
Enables the ability to connect Links and Files to Events in the Events modal
Enabled:
Enables the Notes section on the Events modal
Enabled:
Enables the Chatter tab on the Playbook Events Modal.
Enabled:
Enables the Activity Section on the Playbook Events Modal
Enabled:
Displays the Checklist item's due date in the Playbook Events Modal when enabled.
Enabled:
Hides the Playbook Event type field from detail and list view.
If Disabled, the Type column will appear:
Hides the Description text field from the Playbook Events Modal
If Disabled, the Description Field will appear:
Hides the Goal text field from the Playbook Event Modal
If Disabled, the Goal Field will appear:
If enabled, Opportunities with Staging Enabled ClosePlans will be prevented from changing its Sales Process in order to maintain the correct Process as defined in the Template.
The Sales Process may change when the Record Type changes if it has a different Sales Process. The Record Type can be changed if the Sales Process remains the same.
Prevents users from changing events defined by the template.
Prevents users from deleting events defined by the template.
Prevents users from deleting checklist items defined by the template.