Workspace Configuration
ClosePlan can be configured for Lightning Experience, Classic or both. By default, ClosePlan is installed with all configurations set except Page Layout configurations.
ClosePlan Account Planning must be enabled separately after the installation process. If you need Account Planning activated, please contact your sales representative.
Account Page Layout Configuration
Add Account Relationship Maps in Lightning
Go to Accounts tab and open any Account
Go to Setup > select Edit Page to open Lightning App Builder
In the page layout work space area, click on any existing tab (e.g. Related, Details...)
In the right-side panel, click the Add Tab button to create a new tab
Click the newly added tab > under Tab Label, select Custom, and enter Relationships in the Custom Label field > click Done
The new Relationships tab will appear in the workspace > click on it
In the left-side panel, under Custom – Managed components, find ClosePlan: Account Maps
Drag it into the Relationships tab layout and Save
NOTE: You may also need to activate the page: Click Activate > choose Assign as Org Default > click Save
Add Account Plan in Lightning
To enable Account Plan, send an e-mail to support@people.ai with your Organization ID. We will reply with confirmation when Account Plan has been enabled.
Go to Accounts tab > open any Account
Go to Setup > select Edit Page to open Lightning App Builder
In the page layout work space area, click on any existing tab (e.g. Related, Details...)
In the right-side panel, click the Add Tab button to create a new tab
Click the newly added tab > under Tab Label, select Custom, and enter Account Plan in the Custom Label field > click Done
The new Account Plan tab will appear in the workspace > click on it
In the left-side panel, under Custom – Managed components, find ClosePlan: Account Plan
Drag it into the Account Plan tab layout and click Save
NOTE: You may also need to activate the page: Click Activate > choose Assign as Org Default > click Save
Add Account Relationship Maps in Classic
Go to Setup > in the left panel, under Build, open Customize > Accounts > Page Layouts
Click Edit by your desired Account Layout
In the top scroll menu, click on Visualforce Pages
Drag Section down to the Account Detail layout (or wherever you want the ClosePlan component to appear)
In the Section Name enter ClosePlan Account Maps > select 1-Column > click OK
Drag the component 'ClosePlan: Account Map List' into the newly created section - ClosePlan Account Maps
Click on the Properties icon
For Height enter e.g. 350
Tick Show scrollbars and Ok
Save the changes!
Add Account Plan in Classic
To enable Account Plan, send an e-mail to support@people.ai with your Organization ID. We will reply with confirmation when Account Plan has been enabled.
Go to Setup > in the left panel, under Build, open Customize > Accounts > Page Layouts
Click Edit by your desired Account Layout
In the top scroll menu, click on Visualforce Pages
Drag Section down to the Account Detail layout (or wherever you want the ClosePlan component to appear)
In the Section Name enter ClosePlan Account Plan > select 1-Column > click OK
Drag the component 'ClosePlan: Account Plan' into the newly created section - ClosePlan Account Plan
Click on the Properties icon
For Height enter e.g. 600
Tick Show scrollbars and Ok
Save the changes!
If there are more Account layouts in your organization, you need to configure each separately.
Opportunity Page Layout Configuration
The ClosePlan standalone application does not require any additional configuration.
However, we recommend that you add the Opportunity widget to your Opportunity layout. The Opportunity Widget helps users easily determine if there is a ClosePlan created for the opportunity record and its progress.
To access standalone app: Open App Manager > select TSPC ClosePlan > open ClosePlan App tab
Add Overview Widget in Lightning
Go to Opportunities tab and open any Opportunity
Go to Setup > select Edit Page to open Lightning App Builder
In the left-side panel, under Custom – Managed components, find ClosePlan: Opportunity Overview (TSPC)
Drag it into the layout - preferably to the top of the narrow column on the right and Save
NOTE: You may also need to activate the page: Click Activate > choose Assign as Org Default > click Save
Add Playbook, Scorecard, Relationships Tabs in Lightning
The following steps apply to the standard default view.
Please note that your configuration may be customized to match your specific preferences.
Before adding ClosePlan features, verify which features were purchased in the line items of your ClosePlan Customer Order Form. Then, configure only the components relevant to those features.
Go to the Opportunities tab and open any Opportunity
Go to Setup > select Edit Page to open Lightning App Builder
In the page layout work space area, click on any existing tab (e.g. Related, Details...)
In the right-side panel, click the Add Tab button to create a new tab
Click the newly added tab > under Tab Label, select Custom, and enter Playbook in the Custom Label field > click Done
repeat these steps to add new tabs for Scorecard and Relationships
In the workspace area, click one of the newly created tabs > in the left-side panel, under Custom – Managed components find the ClosePlan components needed, and drag each one by one into the correct tab space according to the following:
Tab Label | Component Name |
|---|---|
Playbook | ClosePlan: Opp. Playbook |
Scorecard | ClosePlan: Opp. Scorecard |
Relationships | ClosePlan: Opp. Relationships |
Click Save
NOTE: You may also need to activate the page: Click Activate > choose Assign as Org Default > click Save
There is also an option to have all components under one tab as subtabs (Overview Widget, Playbook, Scorecard, and Relationships). To add this component, follow these steps:
In the page layout work space area, click on any existing tab (e.g. Related, Details...)
In the right-side panel, click the Add Tab button to create a new tab
Click the newly added tab > under Tab Label, select Custom, and enter ClosePlan in the Custom Label field > click Done
The new ClosePlan tab will appear in the workspace > click on it
In the left-side panel, under Custom – Managed components, find ClosePlan: Opp. Tabs
Drag it into the ClosePlan tab layout and Save
Result on the Opportunity after a template is deployed:
Add Overview Widget, Playbook, Scorecard, Relationships in Classic
Before adding ClosePlan features, verify which features were purchased in the line items of your ClosePlan Customer Order Form. Then, configure only the components relevant to those features.
Go to Setup > in the left panel, under Build, open Customize > Opportunities > Page Layouts
Click Edit by your desired Opportunity Layout
In the top scroll menu, click on Visualforce Pages
Drag Section down to the Opportunity Detail layout (or wherever you want the ClosePlan component to appear)
In the Section Name enter ClosePlan > select 1-Column > click OK
Drag the ‘ClosePlan: Tabs’ component into the newly created ‘ClosePlan’ section
Click on the Properties icon
For Height enter e.g. 600
Tick Show scrollbars and Ok
Save the changes!
There is also an option to display the components separately in different sections (Overview Widget, Playbook, Scorecard, and Relationships). Follow these steps to add the components:
For each component, create a new Section > drag the corresponding component into each section and adjust the properties as described below:
Overview Widget: Drag the ClosePlan: Opportunity Widget > in Properties, set Height to 300px > tick Show scrollbars > click OK
Playbook: Drag the ClosePlan: Event List > in Properties, set Height to 600px > tick Show scrollbars > click OK
Scorecard: Drag the ClosePlan: Scorecard > in Properties, set Height to 600px > tick Show scrollbars > click OK
Relationships Map: Drag the ClosePlan: Stakeholder List > in Properties, set Height to 600px > tick Show scrollbars > click OK
Save the changes!
If there are more Account layouts in your organization, you need to configure each separately.