Configuring the Business Planning
Administrators can enable the Business Planning module and select the email template that will be used to notify partners when a plan is available for review.
Requirements
To configure the Business Planning module, users must be assigned a security role with one of the following permissions:
- Administrator System Role permissions
- Other Settings: Access Deal Management Enabled
Module Activation
To Activate the Business Planning Module
- In the Setup Home page, click Partner Management > Business Planning
- If the Business Plan module has not yet been activated, the Business Plan Activation screen will display
- The screen will show: "Please activate the 'Business Plan' settings by clicking the button below."
- Click Activate to enable the module
- Click Cancel to exit without activating
Result: Once activated, the Business Planning module becomes available and the activation screen will not appear again.
Configuring Email Notifications
To Configure Business Planning Settings
After the module is activated:
- Navigate to Partner Management > Business Planning
- The Business Plan Settings interface will display with Email Notification Settings
Email Notification Configuration
Send Email Notifications to Partners
- Check the Send an email notification to the partners to review a 'Draft' business plan checkbox
- This enables automatic email notifications when a business plan status is changed to Draft
Email Template Selection
- In the Business Plan Review Notification Email Template field, select an email template from the dropdown
- The selected template will be used to notify partners that a draft plan is available for review
- Default option shown: "Business Plan: New Draft Plan"
Saving Configuration
- Click Save Changes to apply the email notification settings
- Click Cancel to discard changes without saving
Email Notification Workflow
When configured, the email notification system works as follows:
- Trigger: Email is sent automatically when a business plan status is changed from "Draft Outline" to "Draft"
- Recipients: Email is sent to Primary Partner Users associated with the business plan
- Template: Uses the selected email template to format the notification
- Purpose: Invites partners to review and collaborate on the business plan in the portal
Best Practices
- Module Activation: Activate the Business Planning module before attempting to create or configure business plans
- Template Selection: Choose an email template that clearly communicates the business plan review request and includes relevant portal access information
- Email Content: Ensure selected email templates contain appropriate branding and clear instructions for partners
- Testing: Test email notifications with sample business plans to verify proper delivery and formatting
- Template Management: Create custom email templates if the default options don't meet your organization's communication needs
Integration with Business Plan Workflow
Email notifications are integrated into the business plan status workflow:
- Draft Outline: No notifications sent (partners cannot access)
- Draft: Email notification sent to partners for review
- In Progress: Partners can continue accessing without additional notifications
- Completed: No additional notifications sent
The email notification configuration supports the collaborative nature of business planning by ensuring partners are promptly informed when their input and review are needed.
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