Workspace Configuration


ClosePlan can be configured for Lightning Experience, Classic or both. By default, ClosePlan is installed with all configurations set except 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 ClosePlan Relationship Map in Lightning

  • Go to Account Tab > open any Account
  • From the gearicon menu select Edit Page to open Lightning App Builder
  • In the page layout work space area, click on any existing Tab (e.g. Related, Details...)
  • On the right side panel click the Add Tab button to create a new tab
  • Click on the newly added tab  > On the right panel, Under Tabs click in the new Tab Label > select Custom > in the Custom Tab Label enter Relationships > click Done 
    • In the page layout work space area, the new 'Relationships' tab will appear > click on it
  • Go to the left panel menu and in the section Custom - Managed find ClosePlan: Account Maps
  • Drag it into the Relationships tab layout
  • Save the page

NOTE: You may also need to activate the page by clicking on Activate button > click Assign as Org Default > Save

         


Add Account Plan in Lightning 

Note: To enable Account Planning, send an e-mail to support@people.ai with your Organization ID.

Instructions to find your Organization ID

  • We will reply with confirmation when Account Planning has been enabled.


  • Go to Account Tab > open any Account
  • From the gearicon menu select Edit Page to open Lightning App Builder
  • In the page layout work space area, click on any existing Tab (e.g. Related, Details...)
  • On the right side panel click the Add Tab button to create a new tab
  • Click on the new tab (It will be named 'Details' by default)  > under Tab Label select Custom > in the Custom Label field enter Account Plan > click Done 
  • In the page layout work space area, the new 'Account Plan' tab will appear > click on it
  • Go to the left panel menu and in the section Custom - Managed find ClosePlan Account Plan
  • Drag it into the Account Plan tab layout
  • Save the page

          

NOTE: You may be prompted to activate the page > click Assign as Org Default > Save

Add ClosePlan Relationship Map in Classic

  • Go to Setup > on 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   down to the Account Detail layout or where you wish to have it

         

  • 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 it!

         

Add Account Plan in Classic

Note: To enable Account Planning, send an e-mail to support@people.ai with your Organization ID.

Instructions to find your Organization ID

  • We will reply with confirmation when Account Planning has been enabled.
  • Go to Setup > on 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   down to the Account Detail layout or where you wish to have it 

         

  • In the Section Name enter Account Plan > select 1-Column > click OK

         

  • Drag the component 'ClosePlan: Account Plan'  into the newly created section - Account Plan

         

  • Click on the properties icon

         

  • For Height enter e.g. 600
  • Tick Show scrollbars and Ok

          

  • Save it!

         


If there are more Account layouts in your organization, you need to configure each separately


Opportunity Page Layout Configuration - Add ClosePlan Overview, Playbook, Scorecard and Relationships


NOTE

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

(Alternatively, you can add each tab directly to your App Manager apps from Setup > App Manager)

Add ClosePlan Overview in Lightning


  • Go to Opportunity Tab and open any Opportunity
  • From the gearicon menu select Edit Page to open Lightning App Builder
  • On the left panel menu find Custom - Managed > ClosePlan: Opportunity Overview (TSPC)
  • Drag it into the layout - preferably to the top of the narrow column on the right
  • Click Save 

NOTE: You may also need to activate the page by clicking on the Activate button > click Assign as Org Default > Save

         

Add ClosePlan Tabs (Playbook, Scorecard, Relationships) to Opportunity Page Layout in Lightning

The following steps are for the standard default view. 

Please note that your configuration can be customized to match your preferences.

NOTE: Before adding ClosePlan features, confirm the features purchased in the line items of your ClosePlan Customer Order Form. Accordingly, configure only those components. 

  • Go to the Opportunity Tab and open any Opportunity
  • From the gearicon menu select Edit Page to open Lightning App Builder
  • In the page layout work space area, click on any existing Tab (e.g. Related, Details...) > on the right side panel click Add Tab to create a new tab

          

  • Click on the newly added tab  > in the Tab Label menu select Custom > in the Custom Tab Label enter the component name Playbook / Scorecard / Relationship Maps > click Done 
    • Repeat this step to add additional tabs 

          

  • In the workspace area, click one of the newly created tabs > Go to the left panel menu and in the section Custom - Managed find the ClosePlan components needed, and drag each one by one into the correct tab space according to the following:

Tab Label

Component Name
PlaybookClosePlan: Opp. Playbook

Scorecard

ClosePlan: Opp. Scorecard
RelationshipsClosePlan: Opp. Relationships

          

  • Click Save 
  • NOTE: You may also need to activate the page by clicking on Activation button > click Assign as Org Default > Save


Add ClosePlan Tabs (Playbook, Scorecard, Relationships) to Opportunity Page Layout in Classic

NOTE: Before adding ClosePlan features, confirm the features purchased in the line items of your ClosePlan Customer Order Form. Accordingly, configure only those components.  

  • Go to Setup > on the left panel under Build open Customize  > Opportunities > Page Layouts
  • Under Action, Click Edit for the Page Layout Name you want to edit
  • In the top scroll menu, click on Visualforce Pages 
  • Drag   down to the Opportunity Detail layout 
  • In the Section name enter ClosePlan > select 1-Column > click OK

          

  • From top menu:
    • For all 3 components (Playbook, Scorecard, Relationships maps) drag the column into the created ClosePlan section > click Properties  in the ClosePlan - Tabs > set the Height to 600px > tick Show scrollbars > ok
    • For Relationships Maps only, drag the ClosePlan - Stakeholder List column into the created ClosePlan section > click Properties  in the ClosePlan > set the Height to 600px > tick Show scrollbars > ok
    • For Playbook only, drag the ClosePlan - Event List column into the created ClosePlan section > click Properties  > set the Height to 600px > tick Show scrollbars > ok
    • For Scorecard only, drag the ClosePlan - Scorecard column into the created ClosePlan section > click Properties  > set the Height to 600px > tick Show scrollbars > ok

                    

  • Click Save at the top


If more Layout Configurations are needed for your organization, you will need to create each individually.