Squivr Playbook & Action Plans - Initial Implementation Guide

Playbook & Action Plans:

• • Assign User Permissions:
    • Admin Users:
      • Squivr Full Admin
    • Standard Users:
      • Squivr Playbook Base
      • Squivr Playbook View All
  • Define your Playbook/Action Plan
  • Milestone Template Creation
    • Milestone Header Creation
      • Milestone Header Creation Criteria
      • Milestone Creation
        • Dynamic Contact Assignment
    • Milestone Template Creation Criteria
    • Dynamic Owner Assignment
  • Add Playbook / Action Plan to Lightning Pages
    • Playbook (Gantt Chart)
    • Action Plan
  • Enable the firing of the Plan
  • Other Useful lInks:
    • Best Practices