General

Owned by Anna Madajova
Last updated: Jun 13, 2024 by David Depman

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 App
    = will appear in ClosePlan App
     = will not appear in ClosePlan App
  • Click Save to save your settings

        

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


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
  • Image: Ideal size is 300 x 100 pixels
    • Default selection is the ClosePlan logo
  • Text: Maximum 3 lines of text, 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'

In the Modal, make the changes to the individual selections as needed.

Default Task Record Type

Provides the options to select a Global preferred Record Type. Users can then skip the Record Type selection step when creating new Tasks from ClosePlan. Users must have access to the selected Record Type based on profile settings, otherwise this setting will be ignored.

Default Account Plan Task Record Type

This option overrides the Global Task Record Type for the Account Plan module. If no value is selected, the Global preferred Record Type will be used.

Default Opportunity ClosePlan Task Record Type

This option overrides the Global Task Record Type for the Opportunity ClosePlan Plan module. If no value is selected, the Global preferred Record Type will be used.

Retrieve Page Layout Configuration

If more than one Task Page Layout is deployed, or the default Task Page Layout is renamed, clicking this button will retrieve and store the Task Page Layouts to ensure functionality.

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.


Search Options

Select fields from the Opportunity Object to be referenced in the search process in places such as Account Planning search, cloning ClosePlans etc.

Select max 5 items and move them from Available to Selected

Click 'Save Changes'