All done!

Congratulations! As soon as your licenses are provisioned, your team can start using ClosePlan!

Scorecards: Qualify deals that will close with high probability
Playbooks: Reinforce best practices to close bigger deals faster
Relationship Maps: Understand the structure, the people, and the blindspots to ensure you have a deep knowledge of your deal
Account Planning: Gain a true understanding of account health and help reps develop value-driven relationships that maximize revenue through strategic expansion. Please note: Account Plan requires activation, please check with your Sales Representative.

Start using Closeplan

Resources for Users

Build Reports for ClosePlan with the Reports Wizard:
Reports Wizard

How to Videos

Relationship Map Videos Scorecard Videos Playbook Videos

Additional Resources

Links to individual steps for your reference:

Step 1

Prerequisites - My Domain

Step 2

Prerequisites - Team Settings/Opportunity Splits Settings Feature

Step 3

Prerequisites - Chatter

Step 4

Prerequisites - Notes Setting

Step 5

Step 6

Install ClosePlan

Step 7

Configure Permission Sets and Add Admin

Step 8

ClosePlan Environment Configuration: New Connected App

Step 9

ClosePlan Environment Configuration: Auth. Provider

Step 10

ClosePlan Environment Configuration: Named Credentials

Step 11

ClosePlan Workspace Configuration - Lightning

Step 12

ClosePlan Workspace Configuration - Lightning

Step 13

ClosePlan Opportunity Page Configuration - Classic

Step 14

ClosePlan Account Page Configuration - Classic

Step 15

Verify ClosePlan Configuration - Named Credentials

Step 16

Verify ClosePlan Configuration - Picklist Values

Step 17

Remote Site Settings

Step 18

Step 19

Let us know you're installed and ready for Licenses!