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ClosePlan Guide
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Administrator´s Guide
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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
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
Managing AP Templates
Whitespace
AP Scorecard
AP Scoring Tiers
Export Presets
AP Upgrade
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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