ClosePlan Reports surface data from Scorecard Events and Playbook fields. To report on this data, newly created fields must be synchronized with ClosePlan Templates

After all the needed common and custom Fields have been created, they need to be synchronized with all deployed ClosePlan Opportunity Templates and all deployed Versions to propagate values into the fields. The following slides will guide you through synchronizing Templates with:

• Scorecard Categories
• Playbook Events

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