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. Only playbooks with the Active and Template checkboxes selected are displayed. 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. Click Next to proceed.
5. Select or deselect the tasks you want to copy to the new playbook, then click Next.
6. [Optional] If the template contains a team, select the team members you want to copy to the new playbook. Then, click Next.
7. Enter a name for the new playbook.
8. [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.
9. [Optional] To upload an image to the playbook description, click .
10. Click Create.

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