✨NEW RELEASE | Introducing playbook "field update" actions

Unlock a deeper level of efficiency by automating field value changes in playbook sequencing. Field update actions allow you to dynamically update a field value, without requiring your teams to manually update data.

Use cases may include:

• Assign a new CSM during account transitions based on intelligent criteria
• Set a new Kickoff date to “X” number of days after a new product is purchased