Event Checklist Progress % and Event Status

Object: ClosePlan or Opportunity

• We recommend creating fields on the ClosePlan object.
• If you need to place the fields into the opportunity page layout or if you need to add the fields to a report created on a report type that does not contain the ClosePlan object, select the Opportunity object.

Data type: Percent or Number

The category score can be presented as a percentage or in points. The choice depends on the value needed in the Report.

In this Example:

• In this example, we will create Negotiation % on the ClosePlan Object

• You will create a custom Field for each Playbook Event in your Playbook

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