Build your Opportunity Scorecards to deliver maximum value and efficiency.
5 articles
Opportunity Scorecard - Best PracticesLearn best practices for building People.ai ClosePlan scorecards to increase user adoption, improve reporting and enhance response quality.
Adding Manager Validation Questions to your Scorecard TemplateUnderstand how to use manager validation questions in opportunity scorecards to ensure completion and quality inputs.
Using Picklist-type questions in your Scorecard TemplateImprove the quality of responses and reporting by using picklist-type questions instead of open-ended questions in your template.
Using the Field Link Question TypeReference key opportunity fields on your scorecard to eliminate duplicate work and incentivize reps to complete key fields
Auto-deploy Closeplan TemplatesUse Salesforce Flows to automatically create ClosePlan records and save users time while ensuring that scorecards are prioritized.