Step 1: In CSM Portal -->click Accounts Dashboard.

Step 2: Select Particular account-->Choose the Playbook tab.

Step 3: Choose any particular playbook.

Edit-Can add /change details of the action created.

Skip-Can skip the action if required.If the playbook has skipped and completed actions, then the playbook will be considered as a closed Playbook with 100% action complete.

Assign Action-Can assign the action to any user.

Remind Action-Helps to set the reminder. Usually, an email will be triggered to the CSM of the account to which the playbook is linked.

Step 4:

Upload Asset-Can able to upload the asset.

New Note: Can add any number of notes.

Step 5:

All dates-Helps to filter the date and list of Playbooks.

Open Playbooks- Helps to list the Open/closed Playbook.

Step 6: In Assign Playbook-->Select Playbook name and Priority-->Click Save.

Step 7: In Create Playbook-->Enter the required fields-->Click Save.

Note: If needed we can create another action by clicking the Create another action checkbox.

Here are the videos for the Account specific Playbook feature and the Global Playbook feature.

Still need help? Contact Us Contact Us