Activity playbook
If your company has processes that need certain tasks to be done regularly, you can use playbooks to implement those processes. The activity playbook helps you to automatically put events on calendars. These events can always be rescheduled by people, but they can't be deleted.
The following types of activities can be scheduled:
- Activities with leads and partners, such as calls or follow-ups
- Internal activities, such as team meetings
- Automatically schedule meetings for as many activity types as needed
- Specify the assignees and participants
- Specify when the scheduling job is run
- Suggest the next best action after a meeting is done
Creating a playbook
Playbooks work through the business rules that you define for activity, frequency, and role-based participation.
see See Playbooks
Before you begin
To create a playbook rule, you need the following information:
- The activity to be scheduled
- The frequency of scheduling
- The duration of the activity
- The assignee for the activity
- The participants for the activity
- The criteria to be used for selecting the leads, partners, or users