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