Configure Button not Showing in Opportunity Estimator

If a rep cannot see the “Configure” button on the Opportunity Estimator the plan may need to be refreshed. To do this, select Check Plan Security from the Admin tool:

1. Go to Salesforce > Express Admin Tool, it could also be labeled "Admin Tool " or "Xactly Admin Tool ">
2. Click "check" on the row labeled "Check Plan Security".

NOTE: if you have been using the system for several years, it is recommended to click "Check" for all fiscal years. This will not affect past results or data.

If you do not have "Admin Tool " under the "+", it is set to "Tab Hidden" on your SFDC profile. You will need to have your SFDC Admin add it to your profile. To add it to your profile:

1. Go to the user's profile > click "Edit"
2. Search for "Admin Tool" > Change from "Tab Hidden" to "Default On".