Free Form Text Box

Free form text boxes are:

• Standard plan objects that allow you to input text information
• Useful when answers are not consistent, such as descriptions, purposes, or notes
• Used for purposes such as providing an input box for you to enter reminders and ideas, for example, a set of questions to ask a potential customer or ideas on how to open or close meetings
• Used in plans and call plans and may be integrated with your CRM

Free form text box plan objects may be viewed and edited from a plan or call plan Table of Contents or from a tab. If enabled, free form text boxes may also be added to your record overview page as a widget.

From the Table of Contents

1. Open a plan or call plan. If enabled, the Table of Contents is opened by default.

   

    

2. Click the free form text box plan object name to open the plan object.

   

    

3. (optional) Use the expand () and collapse () icons to expand or collapse the plan object for more space.

4. Click within the input box space to add information to the plan object.

   

    

5. Save or cancel your changes with one of the following options:

   • Click Save to save information without closing the plan object.
   • Click Save & Close to save and close the plan object.
   • Click Cancel to close the plan object without saving.

From a tab

1. Open a plan or call plan.

2. Select the tab the plan object is on, then scroll to find the plan object.

   

    

3. Click within the input box space to add information to the plan object.

   

    

4. Save or cancel your changes with one of the following options:

   • Click Save to save information and exit edit mode.
   • Click Cancel to exit edit mode without saving changes.

From an overview widget

1. Open an account, opportunity, partner, or your portfolio/territory overview.

2. Click the plan object widget to open it.

   

    

3. (optional) Use the expand () and collapse () icons to expand or collapse the plan object for more space.

4. Click within the input box space to add information to the plan object.

   

    

5. Save or cancel your changes with one of the following options:

   • Click Save to save information without closing the plan object.
   • Click Save & Close to save and close the plan object.
   • Click Cancel to close the plan object without saving.

The "Copy From" feature is helpful for using existing plan objects as starting points for new plan objects that are the same configuration and share the same base plan type (template). From an administrative perspective, the plan objects must share a POK (plan object key).

1. Click Copy From... in an open plan object.

   

    

2. Select a record to view plan objects available to copy.

   Note: Search "%%" to show all available accounts, opportunities, or partners. Click arrow beside the parent record name to drill down to related opportunities.

    

   

    

3. Select the plan or call plan to copy from the "Plan Objects Available to be Copied" section.

   

    

4. Click Select. The plan object data is added to the currently open plan object and may be edited as needed.

   

Additional resources and help links may be attached to a plan object. These resources provide you with supplementary information and tools, for example, a video, a template, or a quick reference guide.

1. Hover over each icon in the top right corner of the plan object to view details.

   

    

2. Click an icon to open the resource. The display behavior of a website or a document is determined by your browser settings. For example, a website may open in a new browser tab or window.

If you are viewing a plan object from a tab, then the help links are all under one icon in a drop down list. Click each drop down item to access the additional content.

If a free form text box plan object is integrated with your CRM, it behaves in one of three ways:

• The plan object may be read-only. This means the information must be updated in the CRM and pulled into Revegy.
• The plan object may be edited as usual, but the data may also be updated in the CRM. This means integration works both ways, updates are pushed and pulled into Revegy and the CRM.
• The plan object may be edited as usual, but the data in the CRM may be read-only. This means information must be updated in Revegy then pushed into the CRM.