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Creating a Playbook

A new Playbook can be created under 

Main Menu > Playbook and Campaigns >Add New Playbook.


For every Playbook you can set a pre defined Time to Complete. Time to complete is tracked for each Account in the play individually. Each Account displays pending days it has to complete the Playbook. Overdue Accounts are highlighted for easy identification.


Playbook can have a multiple steps and that form the basic process of the Playbook.

Even at a step level you can define Time to Complete the Step. Once again Accounts show pending days to complete each step.  Overdue Accounts are highlighted for easy identification at a step level too.



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  1. Puneet Kataria

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