Prerequisites - Enable Opportunity Team Settings
To set up ClosePlan, Opportunity Team Settings must be enabled. To access and confirm this setting, click here
- Confirm that Opportunity Team Settings is enabled.
If you are using Opportunity Splits Settings, please ensure it is enabled.
- If prompted, select the opportunity page layouts that should include the Opportunity Team members related list
- When Team Settings (and Opportunity Splits Settings if used by your organization) are enabled, continue to Step 3
To learn more: What should I know before enabling splits?