General
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.
Misc
Customization
