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Note

The Category must be created before you create a Template for the Scorecard deal.

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Access

  • ClosePlan Admin tab > Scorecard Categories on the left panel menu

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Create a Category

  • Click  button
  • Enter Category Name and optional Code
    •  Note: Code is determined for integration purposes, e.g. for Process Builder use to integrate the category in a report. 
  • Click  to save it

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Edit a Category

  • Click on by the category
  • Rename the category or code and   save it.

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Delete a Category

  • Click on  by the category and Confirm your step.

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Note

Only unused Scorecard Categories can be deleted. If a category is in use, it must be entirely removed from active templates prior to being deleted.

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