How to Apply a Client Engagement Playbook (CEP™) to a Client

  • Go to the client's page and select the Engagement tab
  • Use the Playbook dropdown to Apply the Playbook to the client
  • Select the month where the Playbook will be started (can be in the past or the future)
  • If there was no contact with seniority or the playbook had seniority for activities the given client does not have, the scores might be different from the playbook
  • After applying the playbook feel free to edit/rename/reschedule activities individually