Start a conversation

Adding Resources to Playbook

Every Playbook can have a resource section of its own. Where common resources such as template, excel or csv files, ppt, doc files etc can be attached, to be used by the success manager as they run through the playbook.

This makes the platform a lot more actionable and avoids any unnecessary switching between tools

Choose files or drag and drop files
Was this article helpful?
  1. Puneet Kataria

  2. Posted
  3. Updated