Customer play

Use the customer play as the starting point to define the customer play processes in your organization. This playbook can contain one or more success case tasks with predefined activities.

The customer play consists of three stages:

• Initiate: Create a customer play record for an engagement and enter the core information.
• Assist: Create tasks related to the customer play. In this stage, you can define the intended outcome, action plan, and create meetings.
• Close: Close the playbook when all the tasks have been completed.

For more details on the playbook layout and the different cards, see . For instructions on how to create the customer play playbook, see Create a customer play.