Spaces
Apps
Templates
Create
ClosePlan Guide
All content
Blogs
Space settings
Content
Results will update as you type.
•
What is ClosePlan
Installation & Configuration
Administrator´s Guide
Environment Settings
User Manager
•
Event Types
•
Scorecard Categories
•
Custom Attributes
•
Business Units Default
•
Periods
Templates
Import / Export / Upgrade
Automation
User's Guide
Reports, Dashboards and More
•
Getting Help and Support
Release Notes
•
Known Issues
Troubleshooting and Common fixes
Apps
draw.io Diagrams
ClosePlan Guide
/
Administrator´s Guide
Summarize
Administrator´s Guide
Anna Madajova
David Depman
Owned by
Anna Madajova
Last updated:
Jan 30, 2024
by
David Depman
1 min read
Loading data...
Environment Settings
General
Opp. Plans
Account Plans
Playbook Settings
Scorecard Settings
Relationships Settings
People.ai Settings
ZoomInfo Integrations Tab
Maintenance
User Manager
Assign or remove Multiple User Licenses (over ~20 or more in one go!)
ClosePlan Permission Sets
Event Types
Scorecard Categories
Custom Attributes
Business Units Default
Periods
Templates
Opportunity ClosePlan Templates
Managing Templates
Playbook
Scorecard
Scoring Tiers
Relationships
Account Plan Templates
Import / Export / Upgrade
Import / Export Opportunity and Account Plan Templates
Upgrading Opportunity Templates
Upgrading Account Plan Templates
Automation
ClosePlan Opportunity Auto-deployment
ClosePlan License Assignment
{"serverDuration": 30, "requestCorrelationId": "eedf925b65014c529109e166838962d1"}