PLAYBOOK | CSM ASSIGNMENT

Difficulty Level: Crawl

Time Investment: 5 minutes

This playbook will allow will kick off the workflow for assigning CSMs to newly assigned accounts. From there, you can use the CSM Capacity Manager layout to view current books and decide on assignments.

Since there is only one task to this playbook, I've skipped the video walkthrough and added screenshots instead. 🛑 If you need help creating your first playbook, please watch