Playbook Settings

Enable or disable features in the Playbook.

Options

Enable Files

Enables the ability to connect Links and Files to Events in the Events modal

Enabled:

Enable Notes

Enables the Notes section on the Events modal

Enabled:

Enable Chatter

Enables the Chatter tab on the Playbook Events Modal.

          Enabled:

Enable Activities

Enables the Activity Section on the Playbook Events Modal

Enabled:

Enable Checklist Due Dates

Displays the Checklist item's due date in the Playbook Events Modal when enabled.

Enabled:

Hide Type Field

Hides the Playbook Event type field from detail and list view. 

 If Disabled, the Type column will appear:

Hide Description Field

Hides the Description text field from the Playbook Events Modal

If Disabled, the Description Field will appear:

Hide Goal Field

Hides the Goal text field from the Playbook Event Modal

If Disabled, the Goal Field will appear:

Prevent Sales Process Change (recommended)

If enabled, Opportunities with Staging Enabled ClosePlans will be prevented from changing its Sales Process in order to maintain the correct Process as defined in the Template.
The Sales Process may change when the Record Type changes if it has a different Sales Process. The Record Type can be changed if the Sales Process remains the same.

Prevent changing events from the Template

Prevents users from changing events defined by the template.

Prevent deleting events from the Template

Prevents users from deleting events defined by the template.

Prevent deleting checklist items from the Template

Prevents users from deleting checklist items defined by the template.