Foundational Concepts & Template Creation
Creating and Editing Account Plan Templates
Creating & Editing an Account Scorecard Template
Creating and Editing a Playbook Template
Creating and Editing a Whitespace Template
Creating New Templates and Cloning
Template Management & Advanced Configurations
Managing Existing Templates & Creating New Versions
Copying ClosePlan Templates between Salesforce Instances
Update Existing Opportunities to a New Template Version
Setting Filters for Templates
Customization & Specific Features
Playbooks: Setting Dependencies
Whitespace Maps: Setting Business Unit Defaults
Account Plan Export: Configuring Presets
Initiatives: Adding Custom Fields
Whitespace Map Bulk Upload
Adding a User Record Checkbox
Administrative & Access Control
Page Filters based on User Profiles or Permission Sets
Assigning Licenses
ZoomInfo Integration