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Step 16 of 18

Verify ClosePlan Configuration - Picklist Values

Go to ClosePlan Admin Tab  here

  • Go to Environment on the left side
  • Go to Relationships Tab
  • Go to Picklist Values Tab - See image
  • If you see Picklist values as in the image here, you have successfully set up ClosePlan, congratulations!

    Please continue to the final step for support material and more.

Note

If you do not see Picklist Values, then something is wrong with the installation

Troubleshoot:
- Are named Credentials verified?
- Check Named Credentials  - Step 13
- If you would like assistance, please send an email to David.Depman@People.ai and I will reply asap.