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 playbooks and the activities 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:

  1. Click Organization > Manage > Playbooks
  2. Click Add or Edit to configure an existing one
  3. Provide the following information:
    Name - choose something descriptive
    Availability - usually you'll want it to be available to use by a team
    Logging Type - most teams log activity as Tasks but we support Events too
  4. Click Save

When you create a new playbook, Jiminny will automatically import all of your activity types from Salesforce. You'll want to configure your activity types and delete any that aren't applicable (for example, email or face-to-face meetings).

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