Closeplan
ClosePlan Reporting
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Create Custom and Common Fields
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Create Custom and Commonly Used Fields for ClosePlan Reporting

The following guide will show you how to create fields used in ClosePlan reporting:

Note: Common fields may already exist in your Salesforce organization with the same or different naming

The custom fields in this guide will be placed on either the ClosePlan Object or the Opportunity Object.   These fields will be used to surface information to Reports for ClosePlan, such as the Forecast Call Report.

Create commonly used Fields
Create custom Scorecard Fields
Create custom Playbook Fields
Create custom Relationship Map Fields

Please Note: Many pages in this guide contain supporting images that will help you along the way.
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