Go to the ClosePlan Admin tab > Templates > open the template you need > Playbook tab
Click Save and continue to synchronize each Playbook Event with each corresponding Field
The Gear icon will turn orange when it is Synchronized
NOTE: For Templates that are already deployed with single or multiple deployed versions in Active or Archived Status (meaning they are in use), sync every deployed Template and every deployed Template Version.
Go to the ClosePlan Admin tab > Templates > open the template you need > Playbook tab
Click Save and continue to synchronize each Playbook Event with each corresponding Field
The Gear icon will turn orange when it is Synchronized
NOTE: For Templates that are already deployed with single or multiple deployed versions in Active or Archived Status (meaning they are in use), sync every deployed Template and every deployed Template Version.