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Step 2 of 16

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?