Manage customer success playbooks
Use the customer success playbooks to manage planned and unplanned activities during an engagement. Configure the structure of these playbooks, including their stages and activities, use the Playbook builder.
- Create an internal play
Create an internal play to define planned or unplanned activities that the customer does not have access to during the engagement lifecycle. - Create a customer play
Create a customer play in collaboration with customers to define planned and unplanned activities required to support an engagement. - Create a renewal play
Create a renewal playbook to define processes to simplify contract renewals and identify expansion opportunities.
Parent Topic:Customer success
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