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 not appear 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

When activated, this feature allows any User with edit access to deploy a ClosePlan.

           = Allows ClosePlan deployment by any User with edit access

           = Limits ClosePlan deployment to the Owner or any User higher in the hierarchy

Customization

Rename Modules

ClosePlan modules can be renamed to match preferences in your Org.

Click on 'Rename Modules'

In the Modal make changes to the Module Names and click 'Save Changes'

Document Export Options

Exported PDFs can be customized to match preferences in your Org.

Click on 'Document Export Options'

In the Modal, make the changes to the individual selections as needed and click 'Save Changes'

Page Format: Choose between A4 or Letter size

Cover Page

  • Image: Upload an image to appear on the Cover Page
  • Background Color: Default selection is #0068E5
  • Foreground Color: Default is #FFFFF

Footer

  • Image: Ideal size is 300 x 100 pixels

Default selection is the ClosePlan logo

  • Text: Max 3 lines, 125 characters per line

Misc

  • Heading Color: Default is #00000
  • Link Color: Default is #0B5CAB

Click Save Changes

Task Options

Provides configuration options related to Salesforce Tasks

Click on 'Task Options'

Select the Task Record Types you need according to your Orgs settings.

Click Save Changes

Note: Task Record Type access is driven by Profiles. Please ensure that the Profiles that need access to the chosen Task Record Type are assigned access.