Additional ClosePlan Features and Functions
- Add Account Plan Last Modified Date to Account Header
- Add Account Plan Scorecard Score % to the Account Header
- Add Account Plan Scorecard Score % to the Account Object
- Add Opportunity Playbook Last Modified (Days) to the Opportunity Header
- Add Opportunity Scorecard Last Modified (Days) to the Opportunity Header
- Add Opportunity Scorecard Score % to the Opportunity Header
- Add Opportunity Playbook Progress % to Opportunity Header
- Create Scorecard Score % field on the Opportunity Object