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