Under the Relationship tab are 3 subtabs that configure Stakeholders and their relationships: Options, Fields and Picklist Values.

Relationships

Options

Two-way Opportunity Contact Roles Sync

Enable this feature to allow ClosePlan to automatically create/delete/update Opportunity Contact Roles while managing Stakeholders.

If ClosePlan Stakeholders have the same Role definition as Opportunity Contact Roles (Recommended), the value will be synchronized when creating Stakeholders from Contact Roles or when Contact Roles are created/updated based on Stakeholder changes. 

Note: One Contact may represent more than 1 Stakeholder on different Opportunities or Account Maps (e.g. Budget Owner on one map, Champion on another, etc) Propagation to the contact does not happen. Doing so would mean that the Contact would be assigned one role across all instances.

=> If enabled, Contact Roles on the Opportunity will be propagated to the Role on the Stakeholders. 

• Toggle the button to enable the function and click Save.

Prevent Duplicate Contacts when Creating Opportunity Contact Roles

Enable this feature to prevent Users/processes from creating Contact Roles associated with Contacts already referenced by other Contact Roles.
Note: This behavior will be enforced whether the Opportunity has a deployed ClosePlan or not.

Stakeholders Always On Map 

When enabled, all Stakeholders will be present on the Map surface and the 'Unmapped' list will be removed.

Note: Removing Stakeholders from the Map will behave the same as if deleted from the Map: Stakeholders will be removed from the Opportunity.

• Toggle the button to enable the function and Save.

          Disabled: Unmapped Stakeholders are found under the Unmapped Stakeholders icon

          Enabled: The Unmapped Stakeholders icon is not available and Stakeholders are always on the map. If a Stakeholder is removed, they will be moved to the Contact list.

Hide Stakeholder "Covered by" tab

When enabled, the Covered by functionality from the Stakeholder detail window and map node will be hidden

• Toggle the button to enable the function and Save.

   Disabled:

Hide Goal Field

When enabled, the Goal feature will be hidden

Disabled:

Fields

Social Fields

Add specific contact fields to the Stakeholder detail/edit forms.

• From Available Fields select the desired field and move to Selected Fields viabutton > reorder if needed > click Save Fields

         Setting:

         Result:

Additional Contact Fields

Add specific additional contact fields to the Stakeholder detail/edit forms.

• From Available Fields select the desired field and move to Selected Fields viabutton > reorder if needed > click Save Fields

         Setting

Stakeholder Contact Field Replacement

This feature substitutes a ClosePlan field with a custom field.

• There are 4 default ClosePlan fields that can be replaced by custom fields: Title, LinkedIn, Facebook and Twitter
• To replace a default ClosePlan field, a custom field with the correct value must be selected. 
  • Select your custom field and click Save Fields. 

To create a custom field:

• Go to Setup > Objects and Fields > Object Manager > select Contact > click Fields & Relationships
• Click New > select Data Type (for Title field select Text data type, for other fields - URL type)
• Enter all requested data > click Next > and Save

           ClosePlan Fields:                                                                               Custom Fields:

Picklist Values

Defines Stakeholder Picklist Values and is set as a part of the ClosePlan package. Picklist Values are unique to each Org, your settings will likely be different from what is shown. The image below is an example of what this tab might display.

Picklist Values contain:

• Decision Status
• Relationship
• Role
• Support Status
• Attribute 1 (Optional)
• Attribute 2 (Optional)

Picklists can be renamed by clicking Manage in the top right corner.

Optional Picklists can be activated by clicking Manage in the top right corner.

Picklist Values can be renamed, reordered, added or deleted. Changes should be completed before using ClosePlan.

How to find the Contact Roles set in your organization?

• Go to Setup
• In the Quick Find box, enter Contact Roles on Opportunities and open it. 

Picklist Values:

• Default: Selecting a default option will automatically pre-select the default option when a User creates a new record. Only one default value is allowed. 
• Weight: Assigns the value of each option from 0 - 100

• Color:  Color used for presentation purposes in the Stakeholder Overview and in nodes

Result:

Edit Picklist Values

Allows the renaming of values in Picklists.

• To edit e.g. Decision Status clickon hover over > rename and Save
• To edit a subvalue click thebutton > rename Master Label and API Name (make it the same as the master label)
• Click Save Picklist to save all changes

Add a new Value

• Click the  button.
• Enter Master Label of the new value and enter the same name into API Name.
• Choose Weight and Color, click the Save Picklists button and Confirm your step. 

Reorder the Value

• Click the edit arrow next to the value you would like to move. Click the  up or down arrow to place the value in your preferred spot..

Delete the Value

• Clickbutton 
• Click on  > Confirm and save by clicking on the Save Picklists button.
  •  Deleted values must be recreated if needed again.

Additional Settings: 

How to prevent Users from renaming the Account Maps and provide an option to select predefined names

When a Account Map is created, by default the user creates a name for that Map. ClosePlan provides the ability restrict this behavior and to provide a list of predefined Account Map names. 

• Go to Setup > Custom Metadata Type and open CP Definition
• Click Manage CP Definitions button and click New
• For Label and CP Definition Name enter: OBJECT_ACCOUNT_MAP

• Select Active

• For Value enter the desired values that the User will have the option to select (for example Global, EMEA, APAC) and click Save

  Example: { "namePresets": [ "Global", "EMEA", "APAC" ] }

         The UI result: