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The Playbook enables you to create Events with (or without) Stage Auto-Progression, Events Dependencies and Checklist items.
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Go to Playbook tab > click the Settings button
Toggle the button to enable Staging
Select Event behavior Event Behavior (See descriptions of the Event Behavior below)
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 stagesEvent Behavior can affect the User’s ability to advance through the Sales Stages in the Sales Process.
Block if Event is required - Event can be Playbook Events are set as required. If so, users 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)
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Auto-Complete open Event - 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,
Users
are permitted to move to the next
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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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)
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
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To add a Link, click
Tao add a File, click
Click Save
Opportunity Fields
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Tab
Sets data from opportunity fields Opportunity Fields that will be promoted to the Event = ability to link opportunity fields with playbook events, providing the ability to link Opportunity Fields with Playbook Events.
Available Field Types:
Picklist
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Multi-Picklist
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Lookup
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Date
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Date Time
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Checkbox
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Text
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Long Text
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URL
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Phone
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Email
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Currency
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Number
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Percent
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These fields allow to select the correct custom field or some of standards field are custom Fields or some standard fields from the Opportunity.
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Some standard opportunity fields are eliminated from the selection = Opportunity Fields are not available for selection, meaning you will be not able to add these fields into the event opportunity fieldsEvent Opportunity Fields. Eliminated fields:
Checkbox - IsPrivate Numbers
You can add max. There is a limit of 20 fields to each Event Opportunity Fields, or along with a character limit. If is needed to include more fields then what app will allow, shorten API names for your fields there are more fields than the character limit allows, shorten Field API names so that more can fit inbe added. |
Click Add Field button
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To reorder fields click the Arrows buttons
To delete a field click the Remove button
Note: If you click the red Delete button
, you will be prompted to delete the Event!.
Example:
Setting in the event template
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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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Toggle Sidebar - Toggles visibility of the Sidebar.
Switch view between days and months.
Scroll buttons - Scroll the Gantt area to Start, left, right or to the End
Export data as Excel, PDF, Image or MS Project
Add a new Event
Event Stage - click
to hide Events from view.
Dependency button - hover over the event corner > click the button and drag the dependency line to the desire event.
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
Not required dependency (grey)- to delete it click 2x on the dependency line and click Delete.
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.
Go to Templates > open the Template from which you want to propagate data.
Note: if there is more than 1 template activated, and would you like to have data from every active template, you must set the sync in each template.
Go to Playbook > click on the gear icon on the right side of the Event Sync settings
icon
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Target Object - select the object where you created the category fields Category Fields (Opportunity or ClosePlan)
Summary Field - select to propagate Event Status and Checklist progress together (data type field "Text")
Status Field - select to propagate only Event Status (data type field "Text")
Checklist Progress % Field - select to propagate only checklist progress (data type field "Percent")
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Save
Repeat steps to set sync for other events
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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 |