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The Playbook enables you to create Events with (or without) Stage Auto-Progression, Events Dependencies and Checklist items. 

Created Events are shown in the Event List view, in Gantt view and in the Kanban view.

Please, review this information carefully. Read the entire Playbook section below carefully before you start to create Events for your template. 

Playbook Layout & Navigation

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Overview

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    1. + Event - create a new Event

    2. Playbook Settings - will enable Stage Auto-Progression

    3. Gantt - will switch to Gantt view

    4. Sales Stage bar - will display when the Stage Auto-Progression is enable and shows Stages of the selected Sales Process. 

    5. Subject - created Event. Click on the Event to edit/delete the Event or set Event dependency

    6. Stage - shows Event Sales Stage

    7. Req. - shows if Event is required. If so, Event must be completed to allow to move to the another Stage. 

    8. Type - shows selected Type of Event.

    9. Starts in and Duration - determinate the start and duration of the Event. 

    10. Dependency - shows if Event is dependet on another Event.

    11. Sync Settings - enable to synchronize event with fields on the Opportunity or ClosePlan to propagate data to a report

    12. Delete - will delete unused Event

    Playbook Settings

    Playbook settings enable you to create Events with or without specific sales stages.

    If you want to create Events without inclusion in a relevant sales stage, you can do so without any additional settings.

    If you want to create Events within a specific sales stage, you need to enable the Stage Auto-Progression, select Event Behavior and Sales Process. 

    Stage Auto-Progression Settings

    Set an event for a stage specified in the selected sales process.

    Set an event behavior that affects the closing of sales stage. 

    • Go to Playbook tab > click the Settings button

    • Toggle the button to enable Staging

    • Select Event behavior

    • Select Sales Process

    • Save 

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    Event Behavior

    Setting event behavior affects the behavior of events and the subsequent movement to other sales stages.

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    Block if Event is required - Event can be set as required. If so, users will be prevented from moving to the next stage until the required Event is completed.

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    1. Playbook Information

      1. Event Count - Number of Events in the Playbook

      2. Process Length - Duration of Playbook in Days

      3. Mutual Plan - Indicates if a Mutual Plan is enabled

      4. Event Contacts - Indicates if Event Contacts is enabled

      5. Staging - Indicates if Staging is enabled and to which Sales Process the Playbook is associated

    2. Settings - Opens modal to adjust Playbook Settings

    3. Gantt - Switches to Gantt view

    4. + Event - Create a new Event

    5. Sales Process Stages -

    6. Subject - Event Name

    7. Stage - Stage to which the Event is associated (If Staging is enabled)

    8. Mutual - Indicates if the Event is Mutual

    9. Party - Party responsible for the Event

    10. Starts In - # of days from Day 0 the Event starts

    11. Duration - Duration of the Event

    12. Checklist Items - # of Checklist Items

    13. Dependencies - # of Events on which this Stage is dependent

    14. Event Sync Settings - Opens Event Sync Settings Modal
      Delete - Deletes the Event


    Playbook Settings

    Playbook settings enable you to create Events with or without specific Sales Stages.

    If you want to create Events without inclusion in a relevant sales stage, you can do so without any additional settings.

    If you want to create Events within a specific Sales Stage, enable the Stage Auto-Progression, select Event Behavior and Sales Process. 

    Stage Auto-Progression Settings

    Set an Event for a Stage specified in the selected Sales Process.

    Set an Event behavior that affects the closing of Sales Stage. 

    • Go to Playbook tab > click the Settings button

    • Toggle the button to enable Staging

    • Select Event Behavior (See descriptions of the Event Behavior below)

    • Select Sales Process

    • Save 

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    Event Behavior

    Setting Event Behavior can affect the User’s ability to advance through the Sales Stages in the Sales Process.

    • Block if Event is required - Playbook Events are set as required. Users will be prevented from moving to the next Stage until the required Event is set to Completed.

      • If the Event is in any status other than ‘Completed’, Users will be prevented from moving to the next Stage.

        • Example: Even if all Checklist items are ticked, but the Event is still ‘In Progress’, (or in any status other than Completed) Users will be prevented from moving to the next Stage.

        • Image below showing different Event Statuses: Completed (Green), In Progress (Yellow), Not Started (Blue)

    ...

    • Auto-Complete open Event - Indicates the Event is set as not required.  Users can move to the next stage Stage even if there is an uncompleted Event .is not Completed

    • Block if Event is required, otherwise Auto-Complete Event - This setting allows for a combination of the 2 settings above.

      • If there is a required Event, Users will be blocked from moving to the next Stage until the Event is set to Completed.

      • If the Event is not required to move to the next

      stage, otherwise Users can
      • Stage, Users are permitted to move to the next

      stage
      • Stage regardless of the Event status.  

    Sales Process

    The selected Sales Process is displayed as Sales Stages in the Playbook. Sales Stages contain Events.

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    • To create an Event, click on the  button.

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    Details tab 

    In the Details tab, enter information about the Event you are creating. 

    • Subject: Enter the Event Name in Subject field

    • Type: Select Type (if you created one in Event Types setting)

    • Enter Starts In and Duration of Starts In: Enter Starts In to indicate the # of days in which this Event will start

    • Duration: Enter Duration in # of days of the Event

              If you enabled Stage Auto-Progression:

    • Stage: Select Stage  

    • Require to complete Stage: On the basis of playbook events behavior settings, mark whether the event is required to complete the stage 

    • Fill in other relevant information and Save

    ...

    • Event Description: Optional description

    • Event Goal: Optional text that can describe the Goal

    • Code - Code is used for integration purposes. Assign a code if you want to reference the deployed event inside Process Builder. E.g. show event status in a Report ( For information on how to build a report, click here)

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    Checklist tab

    Checklist items are tasks that Users complete. If you mark a checklist item as required, the User must complete the task before the event can be closed.

    Note: Users are able to Add / Edit / Delete Checklists in Playbook. 

    • Click  

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    • Enter the subject of checklist item

    • If required, tick the REQ. box

    • Click the  

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      button and if needed, continue creating checklist items

    • Individual tasks can be edited, deleted or reordered

      • To reorder tasks, simply drag individual tasks to the desired position

    • Save the checklist

              

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       will delete the Event.

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    Attach specific files or links to individual sales events.

    • To add a Link, click

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    • Tao add a File, click

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    • Click Save

             

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     Required =  Event can be closed only after the Event upon which it is dependent is completed and closed.

     Not Required = Event can be closed without completing or closing the Event upon which it is dependent.

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    • Click on the Event name to open the event

    • Go to Dependency tab and click on Add dependency

    • Select a target event and mark if the target event will be required as completed in order to complete this Event

    • Save 

              

    • Add additional dependencies if needed and Save

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    Add dependency from the Gantt view:

    • Click the 

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       button

    • Click the  corner button of an Event, and drag the line to the start or end of the dependent event.

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    1. Toggle Sidebar - Toggles visibility of the Sidebar.

    2. Switch view between days and months.

    3. Scroll buttons - Scroll the Gantt area to Start, left, right or to the End

    4. Export data as Excel, PDF, Image or MS Project

    5. Add a new Event

    6. Event Stage -  click 

       to hide Events from view.

    7. Dependency button - hover over the event corner > click the button and drag the dependency line to the desire event. 

    8. Event Bar - Double click to open the Event, hover over the event bar corner to extend or shorten the event bar, click 1x to move the event right or left

    9. Not required dependency (grey)- to delete it click 2x on the dependency line and click Delete.

    10. Required dependency (orange) - to delete it click 2x on the dependency line and click Delete.

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    Individual data can be propagated on the Opportunity layout or in the Reports. 

    Settings are made to the template from which you want to propagate data. If there are multiple active templates, you need to set up sync for each template from which data will be propagated.

    To assign the sync, the custom fields on the Opportunity or ClosePlan Object need to be created. To propagate data to the Opportunity layout, the custom fields need to be created on the Opportunity Object. 

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    • Save

    • Repeat steps to set sync for other events


    Info

    Note: Event Status picklist found on CP:Event is a Custom Field Definition and is part of the managed package. Modifying the Status picklist can adversely affect the application, unless explicitly stated. In general, any field or picklist that can be modified is accessible through the ClosePlan Admin tab. If any changes are needed to the Status Picklist, please coordinate with Engineering by sending the request to Support@People.ai