Creating a Playbook

To create a new playbook:

  1. From the Customer Success Workspace, click Create Playbook.
  2. Select Create New Playbook.
  3. Click Next.
  4. Enter a name for the new playbook.
  5. [Optional] Enter an account, start date and a description for the playbook. If you leave the start date blank, it defaults to today.
  6. [Optional] To upload an image to the playbook description, click .
  7. Click Create.
    Note:

    When creating a playbook from the workspace, the playbook is automatically marked as Active.

To create a playbook from a template:

  1. From the Customer Success Workspace, click Create Playbook.
  2. Select Create Playbook from Template.
  3. Click Next.
  4. Select the template you want to use.
  5. Click Next.
  6. [Optional] Deselect the tasks that you don’t want to copy to the new playbook.
  7. Click Next.
  8. [Optional] If the template contains a team, deselect the team members that you don’t want to copy to the new playbook.
  9. Click Next.
  10. [Optional] Update the name for the new playbook.
  11. [Optional] Enter an account, start date and a description for the playbook. If you leave the start date blank, it defaults to today. If you do not enter an account or description, they default from the template.
  12. [Optional] To upload an image to the playbook description, click .
  13. Click Create.
Notes:

When selecting a template, only playbooks with the Active and Template checkboxes selected are displayed.

When creating a playbook from a template, a team is created for the playbook with the current user as the team owner.

If the template includes a team, you must have a contact record linked to your Salesforce user to copy the team to the new playbook.

To create a new playbook template:

  1. From the Customer Success Workspace, click Create Playbook Template.
  2. Select Create New Playbook Template.
  3. Click Next.
  4. Enter a name for the new playbook template.
  5. [Optional] Enter an account, start date and a description for the playbook. If you leave the start date blank, it defaults to today.
  6. [Optional] To upload an image to the playbook description, click .
  7. Click Create.

To create a playbook template from a template:

  1. From the Customer Success Workspace, click Create Playbook Template.
  2. Select Create Playbook Template from Template.
  3. Click Next.
  4. Select the template you want to use.
  5. Click Next.
  6. [Optional] Deselect the tasks that you don’t want to copy to the new playbook template.
  7. Click Next.
  8. [Optional] If the template contains a team, deselect the team members that you don’t want to copy to the new playbook template.
  9. Click Next.
  10. [Optional] Update the name for the new playbook template.
  11. [Optional] Enter an account, start date and a description for the playbook. If you leave the start date blank, it defaults to today. If you do not enter an account or description, they default from the template.
  12. [Optional] To upload an image to the playbook description, click .
  13. Click Create.
Notes:

When selecting a template, only playbooks with the Active and Template checkboxes selected are displayed.

When creating a playbook template from a template, a team is created for the playbook with the current user as the team owner.

If the template includes a team, you must have a contact record linked to your Salesforce user to copy the team to the new playbook.