Your playbook is where you map your internal processes into a series of actionable steps. In order to help you coach effectively, Jiminny needs to know your activity types within.
When you configure your teams you will need to assign each team a playbook. This way you can segment your users with full flexibility. For example, you may have the following teams and playbooks:
Customer Success - UK (Success Playbook)
Customer Success - US (Success Playbook)
Sales (Sales Playbook)
Your account will start with a blank canvas, but we recommend adding two:
Sales Playbook
Success Playbook
To configure these, visit:
Go to Organisation Settings > Playbooks & Coaching Frameworks
Click on Add Playbook
Provide the following information when creating:
Name - choose something descriptive
Log activity as - Tasks or Events (only for Salesforce CRM)
Enable - Please make sure you will enable it if you want to use itClick Save.
When you create a new playbook, Jiminny will automatically import all of your activity types from your CRM. You'll want to configure your activity types and delete any that aren't applicable (for example, email or face-to-face meetings).
You can also leverage our Autodetect of the activity type. Check out this article for more information about it.