What Are Playbooks?
Playbooks and Action Plans are structured templates in Squivr that define a consistent process for your users to follow. As an Administrator, you configure Playbooks to capture best practices for activities such as sales pursuits, customer onboarding, or renewals.
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Standardize workflows across teams
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Define milestones, tasks, and dependencies
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Ensure consistent execution across Accounts, Opportunities, or other objects
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Contain the milestones and tasks defined in the Playbook
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Assign owners and due dates to keep progress on track
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Provide visibility into completion status for managers and teams
Administrator Responsibilities
As an Administrator, you are responsible for:
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Configuring Playbooks: Define the templates, milestones, and dependencies that match your organization’s processes.
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Managing Templates: Create and update milestone templates to ensure Action Plans remain accurate and relevant.
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Deploying Components: Add Playbook and Action Plan components to Lightning pages for Accounts, Opportunities, or other objects where users need guided processes.
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Permissions and Access: Control who can create, edit, and delete Playbooks or Action Plans.
Benefits for Administrators
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Consistency: Align your organization to a single, repeatable process framework.
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Scalability: Easily update Playbook templates to push best practices to all users.
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Visibility: Enable managers and leaders to monitor progress on key processes.
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Flexibility: Adjust Playbooks to match evolving business needs without heavy development work.
Key Takeaway
Playbooks define the process. Action Plans put that process into action. As an Administrator, your role is to configure, deploy, and maintain these tools so your teams can execute efficiently, consistently, and with full visibility.