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ClosePlan Guide

Overview
Apps
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Pages
•
What is ClosePlan
Installation & Configuration
Administrator´s Guide
Environment Settings
•
User Manager
•
Event Types
•
Scorecard Categories
•
Custom Attributes
•
Periods
Templates
•
Import / Export
•
Upgrading Templates
•
Configure Sender Policy DNS Records
Automation
User's Guide
Sample Reports
•
Getting Help and Support
Release Notes
•
Known Issues
Troubleshooting and Common fixes
  1. ClosePlan Guide
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Administrator´s Guide

Created by Anna Madajova
Last updated: Mar 19, 2019

  • Environment Settings
  • User Manager
  • Event Types
  • Scorecard Categories
  • Custom Attributes
  • Periods
  • Templates
  • Import / Export
  • Upgrading Templates
  • Configure Sender Policy DNS Records
  • Automation

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