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ClosePlan Guide
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What is ClosePlan
Installation & Configuration
Administrator´s Guide
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Reporting Options with ClosePlan Data
Dashboard Options with ClosePlan Data
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The Positive Business Outcome Dashboard
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Add Account Plan Last Modified Date to Account Header
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Add Account Plan Scorecard Score % to the Account Header
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Add Account Plan Scorecard Score % to the Account Object
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Add Opportunity Playbook Last Modified (Days) to the Opportunity Header
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Add Opportunity Scorecard Last Modified (Days) to the Opportunity Header
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Add Opportunity Scorecard Score % to the Opportunity Header
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Add Opportunity Playbook Progress % to Opportunity Header
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Getting Help and Support
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ClosePlan Guide
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Dashboard Options with ClosePlan Data
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