The Sales Playbook is composed of Events displayed in the Event List, in Gantt and in Kanban.

Accessing Playbook

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.

Events are displayed in the Event List, in the Gantt view and in the Kanban view.

Events are set by templates, but you can also create new events

Events can be set with or without Stage progression, Dependencies and/or Checklist items.

Stage and Event Behavior

Sales stages monitor the progression of the deal. If event stages are set with  auto-progression, they will affect event behavior and the subsequent closure of each stage.  
Additional settings that may affect event closure and dependent stage closures are: E
vent Dependencies and Checklist items. 

Stage Closure: there are 3 conditions that can affect the closing of an event:

Event Closure: there are 2 conditions that can affect the closing of an event

      1.Event Dependency

  1. Required Dependency - A Required Dependency is marked in orange, and allows you to close the main Event only after closing the subordinate event on which it is dependent.
  2. Not Required Dependency - A Not Required Dependency is marked in grey color and allows you to close the main Event even if the subordinate event on which it is dependent remains open.


      2. Checklist item - Lists the tasks of team members.

  1. Required  - Required items are marked with a red line next to the checkbox and will block the closing of the Event if the task is open.
  2. Not Required - Items that are Not Required do not have to be completed before closing the Event.   





Adding a New Event

You can add a new Events to customize your process.

Creating a new event does not permit you to set a Dependency on another Event, and you cannot mark new tasks in the checklist as mandatory. 
Note: These options are only possible when creating a new template for a given ClosePlan from the ClosePlan admin section.

New Events can be created from:

Event Panel Window

When creating a new Event, the Detail section of the event allows you to add Checklist items and attach Files for that Event.

After the Event is created, editing or viewing the Event allows you to add Notes and Chatter.

The event panel window can be displayed in 2 ways: You can view all data stacked on one page, or in individual tabs.




         The Checklist is used to add tasks for team members. It shows % complete in the progress bar and in the Gantt event bar.



Allows you to add specific links and/or files to an individual event.



Notes enables you to add notes to the event.


Chatter enables you to create a post related to the event that allows for feedback.

If there is not Chatter tab, the Chatter is set as disable.

Event List

Event List shows a list of events created by your organization and also newly created events.

With stage progression turned on, Event List displays events for the Current Stage. You can also switch to All Stage view mode.

Current stage display:                                                                                 All stages display: 


Event List Layout & Navigation


The Gantt chart illustrates the Events in a Grid and Bar area. 

If auto stage progression is set, events are sorted by the stage to which they are assigned. (These settings are made when creating a template for a given ClosePlan) 

New events can be added directly to the stage.

Gantt displays event dependencies. 

If the event has set checklists, the event shows the percentage of their fulfillment.

Gantt Layout & Navigation


 Sidebar area 

The Sidebar area allows you to:  

 Gantt area 

Contains Events in the timeline and in stages. Also allows you to see selected time periods (e.g. Q1, Q2).





Divides the Events according to current Status. 

Drag and drop individual Events to different Status settings.

Click on the desired Event to open the event details. You can add Notes and Chatter posts for the Event, edit or delete the Event, and change the Status.