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Administrator´s Guide
Administrator´s Guide
Anna Madajova
David Depman
Owned by
Anna Madajova
Last updated:
Jan 30, 2024
by
David Depman
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Environment Settings
General
Opp. Plans
Account Plans
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Scorecard Settings
Relationships Settings
People.ai Settings
ZoomInfo Integrations Tab
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User Manager
Assign or remove Multiple User Licenses (over ~20 or more in one go!)
ClosePlan Permission Sets
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Custom Attributes
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Managing AP Templates
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AP Scorecard
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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
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