Configure Opportunity Page Layout - Classic

For Classic Opportunity Page configuration, go to Opportunity Page Layouts here

Select the layout to want to configure (Layouts must be configured individually)
Select Visualforce from the top scroll menu
Click and Drag Section from the component section and drag it to the layout
(Best Practice is to place it beneath the 'Opportunity Information’ section)
For Section Name, please review the following table for suggested naming

If you are installing:

Section Name:

ClosePlan Suite

ClosePlan

Scorecard only

Scorecard

Playbook only

Playbook

Relationship Map only

Relationship Map

Relationship Maps + Scorecard

ClosePlan Relationship Map and Scorecard

Relationship Maps + Playbook

ClosePlan Relationship Map and Playbook

Scorecard + Playbook

ClosePlan Scorecard and Playbook

Under Layout, select One Column
Click OK
From the component section, select component or components according to the following and drag to the newly created component space

If you are installing:

Section Name:

ClosePlan Suite

ClosePlan
Note: After install and config, go to ClosePlan Admin tab > Environment and activate all components

Scorecard Only

ClosePlan - Scorecard
Note: After install and config, go to ClosePlan Admin tab > Environment and activate only Scorecard

Playbook Only

ClosePlan - Event List
Note: After install and config, go to ClosePlan Admin tab > Environment and activate only Playbook

Relationship Maps Only

ClosePlan - Stakeholder List
Note: After install and config, go to ClosePlan Admin tab > Environment and activate only Relationship Maps

Relationship Maps + Scorecard

ClosePlan - Stakeholder List + ClosePlan - Scorecard
Note: After install and config, go to ClosePlan Admin tab > Environment and activate Relationship Maps and Scorecard

Relationship Maps + Playbook

ClosePlan - Stakeholder List + ClosePlan - Event List
Note: After install and config, go to ClosePlan Admin tab > Environment and activate Relationship Maps and Playbook

Scorecard + Playbook

ClosePlan - Scorecard
+ ClosePlan - Event List
Note: After install and config, go to ClosePlan Admin tab > Environment and activate Scorecard and Playbook

Click on the Properties icon in the top right of the newly created component section
For Height, enter 600
Tick Show scrollbars
Click OK
Continue to Step 14