Relationships contains Options, Fields and Picklist Values that configure Stakeholders and their relationships.
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), value will be synchronized when creating Stakeholders from Contact Roles or when Contact Roles created/updated based on Stakeholder changes.
Note: Changes made directly to Contact Roles are not propagated back to Stakeholders due to Salesforce limitations on Opportunity Contact Role object. Once ClosePlan is deployed, Users should work with Stakeholders only.
Note: Whereas one contact may represent multiple Stakeholders on different Opportunities or Account maps (e.g. Budget Owner, Champion, 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 and you will deploy a template, Contact Roles on the Opportunity will be propagated to the Role on the Stakeholders. If you want to change the Role, you have to change it on the Stakeholder and it will propagate the change to the Contact Role on the Opportunity.
When enabled, all Stakeholders will be always present on the map and the Unmapped list will be removed.
Note: Removing Stakeholders from the map will behave the same as if deleted. Stakeholders are removed from the Opportunity.
Disabled = unmapped Stakeholders are found under the Unmapped Stakeholders icon
Enabled = The Unmapped Stakeholders icon is not available and Stakeholders are always in the map. If a Stakeholder is removed, they will be placed in the Contact list.
When enabled, will hide Covered by functionality from Stakeholder detail window and map node
Disabled:
Enabled:
Hide or display fields in Stakeholder detail/edit panels, lists and/or mapper tool.
Setting:
Result:
Add specific contact fields into Stakeholder detail/edit forms.
Setting:
Result:
Allows to replace original ClosePlan field with custom field.
To create a custom field:
ClosePlan Fields: Custom Fields:
Make sure that mapped fields are able to receive the intended values properly. Options like max. length, picklist values, etc. should match the ClosePlan definition of the Stakeholder object. If you are not sure, ask your administrator for assistance. |
Defines Stakeholders Picklist Values and is set as a part of ClosePlan package. Contains Decision Status, Relationship, Role and Support Status of the Stakeholder.
Picklist Values can be renamed, reordered, added or deleted. Changes should be completed before using ClosePlan.
Changes must be saved by clicking on the Save Picklists button! |
How to find which Contact Roles are set in the organization?
Changes in Picklist Values will change the configuration in your administration Setup in Salesforce. Any changes you want to make to Picklist Value must be made in the ClosePlan Application, not in Salesforce! |
Picklist Values Setting:
Color: Color used for presentation purposes in the Stakeholder Overview and nodes
Result:
Allows the renaming of values.
Enable or disable Chatter or Hide event type field in the Playbook.
Enabled:
Disabled:
Disabled:
Enabled: