Configure & manage Relationship Maps, Scorecards, Playbooks for streamlined sales execution.
14 articles
Overview: Creating & Editing Account Plan TemplatesLearn how to create and manage account plan templates, including editing, filtering, and activating.
Account Scorecards: Creating and Editing Account Plan TemplatesLearn how to create an account scorecard template, including defining categories, adding questions, and configuring scoring tiers.
Playbooks: Creating and Editing a Playbook TemplateDiscover how to edit, add, and configure the events within a playbook template.
Whitespace Maps: Creating and Editing a Whitespace TemplateLearn how to configure whitespace maps, which track product lines, business units, statuses, and metrics in your organization.
Whitespace Map Bulk UploadLearn how Amins can import whitespace maps via CSV into Salesforce, auto-populating account plans and reducing manual work for sellers.
Importing Scorecard TemplatesLearn how to import a ClosePlan template into Salesforce.
Managing Existing Templates & Creating New VersionsUnderstand how to manage templates, including editing, deleting, creating new versions, and archiving old versions.
Copying Closeplan Templates between Salesforce InstancesLearn how to export and import closed plan templates between Salesforce instances.
Updating Existing Opportunities to a New Template VersionLearn how to upgrade opportunity templates by selecting source and target templates, confirming changes, and starting the upgrade.
Setting Filters for TemplatesLearn how to use filter criteria to automatically deploy templates based on specific opportunity details, such as opportunity type & amount.
Playbooks: Setting DependenciesLearn how to set dependencies between events in playbook templates using either the dependencies tab or the Gantt chart view.
Account Plan Export: Configuring PresetsCreate account plan export presets, allowing you to define what information is included or excluded when account plans are exported.
Initiatives: Adding Custom FieldsUnderstand how Admins can add custom fields to track Account Plan Initiatives, which can later be converted into Opportunities.
Assigning LicensesLearn how to manage Closeplan user access, including assigning licenses to individuals and groups and editing group permissions.