ClosePlan GuideGeneral


Available Modules

The General tab allows Admins to enable which ClosePlan features and functions are presented to their Users.

There are 3 modules that appear on the Opportunity page(s): ClosePlan Playbook, ClosePlan Deal Scorecard and ClosePlan Relationship Mapping

  • Select which modules will appear to Users in ClosePlan (for Classic and Standalone app)

          = will appear in ClosePlan

           = will be not shown in ClosePlan

  • Click Save to save your settings


Some ClosePlan customers may not have access to all modules. Refer to your customer agreement for complete details.