Playbook
The Playbook enables you to create Events with (or without) Stage Auto-Progression, Events Dependencies and Checklist items.
Events are shown in the Event List view, in Gantt view and in the Kanban view.
Read the entire Playbook section carefully before you start to create Events for your template.
Playbook Layout & Navigation
Overview
Playbook Information
Event Count - Number of Events in the Playbook
Process Length - Duration of Playbook in Days
Mutual Plan - Indicates if a Mutual Plan is enabled
Event Contacts - Indicates if Event Contacts is enabled
Staging - Indicates if Staging is enabled and to which Sales Process the Playbook is associated
Settings - Opens modal to adjust Playbook Settings
Gantt - Switches to Gantt view
+ Event - Create a new Event
Sales Process Stages -
Subject - Event Name
Stage - Stage to which the Event is associated (If Staging is enabled)
Mutual - Indicates if the Event is Mutual
Party - Party responsible for the Event
Starts In - # of days from Day 0 the Event starts
Duration - Duration of the Event
Checklist Items - # of Checklist Items
Dependencies - # of Events on which this Stage is dependent
Event Sync Settings - Opens Event Sync Settings Modal
Delete - Deletes the Event
Playbook Settings
Playbook Settings control behavior in the Playbook:
Enable Mutual Plan - Identifies Events as Mutual
Enable Associated Contacts - Enables the People section in the Event modal where Users can add or create Contacts to associate with the Event.
Enable Staging - Create Events with or without specific Sales Stages.
If you want to create Events within a specific Sales Stage, enable the Stage Auto-Progression, select Event Behavior and Sales Process.
If you want to create Events without inclusion in a relevant sales stage, leave Enable Staging off.
More information below
Enable Staging - 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
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 even if an 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.
A Sales Process must be active and selected from the Template list to create a ClosePlan.
The Sales Process contains Record Types. If the Opportunity has a different Record Type than the selected Sales Process in your Template, you will be prevented from uploading the template into the Opportunity until you change the Record Type on the Opportunity.
ClosePlan will allow Users to choose a Template only when the Sales Process is the same as on the Opportunity or when the Template Stage Auto-Progression settings are inactive on the Template.
To change the Record Type on the Opportunity > click the button right up > select Change Record Type > select the Record Type set for the Sales Process you have selected in the template > click Next and Save.