Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.


You can access Playbook in different ways based on your configuration. See the general accessibility description here.

Note: A ClosePlan must be created in order to see the Playbook. If you have not created a ClosePlan, follow our description here.


Events are the key components of a ClosePlan and represent the tasks required to complete a deal in your organization.