Using Playbooks to automate CS needs
Playbooks (formally known as 'Rules') give you the ability to leverage Vitally's powerful filtering capabilities to fire specific Actions for accounts that match your filters, either now or at any point in the future.
Creating a Playbook
The below explanation walks through the process of creating a Playbook, including defining your rules and schedule of actions to be automatically performed.
Viewing Playbooks applied to accounts
The below explanation walks through Playbooks at a high level, including how to follow along with their progress when applied to accounts or users.