Configure Opportunity Page Layout - Lightning

If you are not installing to Lightning, please go to Step 13 to configure Classic
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To configure the Opportunity Page in Lightning, go here

Open any Opportunity Record
* Make sure you view 'All Records' so that an Opportunity Record will be displayed
Go to the Gear Icon in the top right and select Edit Page

NOTE: ClosePlan consists of 3 modules for which
you will create tabs and assign components.
Create the tabs and assign components according to the contract.

In the page layout workspace area, click on any existing Tab (e.g. Activity, Chatter, Details...)
On the right panel, click Add Tab (A new item named ‘Detail’ will appear at the bottom of the tab list)
Select the new Detail item from the tab list
From the tab name menu, select Custom
Enter one of the following tab names in Custom Tab Label field you created.

- Scorecard
- Playbook
- Relationship Map

Click Done and repeat this process for each tab needed.

For Scorecard:

If you are installing Scorecard, click on the new 'Scorecard' tab in the page layout work space area, this will reveal the empty component space
Drag ClosePlan: Opp. Scorecard from the left panel under the section Custom - Managed to the Scorecard tab component space

For Playbook:

If you are installing Playbook, click on the new 'Playbook' tab in the page layout work space area, this will reveal the empty component space
Drag ClosePlan: Opp. Playbook from the left panel under the section Custom - Managed to the Playbook tab component space

For Relationship Map:

If you are installing Relationship Maps, click on the new 'Relationship Map' tab in the page layout work space area, this will reveal the empty component space
Drag ClosePlan: Opp. Relationships from the left panel under the section Custom - Managed to the Relationship Maps tab component space

Install the ClosePlan Overview

On the left panel menu find ClosePlan: Opportunity Overview
Drag it into the layout to the top of the narrow column on the right
Click Save in the top right corner to save the changes to the page layout
You may also be prompted to activate the page

Click on the Activate button
Click Assign as Org Default
Click Save

Click the white arrow on the blue field in the top left corner to complete this step and return to the Opportunity page view.
Continue to Step 12