Opp. Plans

Owned by Anna Madajova
Last updated: May 07, 2024 by David Depman
2 min read

The Opp. Plans tab allows Admins to control the Standalone behavior on Opportunities


Standalone View Options

The Standalone View Options allows Admins to enable Teams, Chatter and Files in the Standalone Application. 

Result:


Miscellaneous

Allow ClosePlan deployment by Members

ClosePlan can be deployed only by Opportunity Owners and Users above in the hierarchy by default. If this option is enabled, any user with edit access will be able to deploy ClosePlan.

Surface the master Opportunity ClosePlan on child Opportunities

If enabled, Opportunities with a parent Opportunity will display the ClosePlan connected to the parent Opportunity.