Calls to Action and Playbooks are key features in Gainsight that that will be used to help define a Customer Success Managers workflow. Click here to find the Calls to Action and Playbooks Sample Workbook. This workbook is a simple but handy way to start thinking about how Calls to Action and Playbooks could be used in your business process. Note: you can use the new "tiers" section to check off touches by tier (if needed) or otherwise disregard.

Once you know what Calls to Action and Playbooks you would like to implement, you can learn more about configuration by clicking on the links below.

Administration: Cockpit Configuration

Federated Customer Management

Adding Playbooks for Calls to Action