Enrolling companies and tracking runs
Start a playbook manually and see how each run is going.
Open a playbook to see its canvas, its details and a summary of every run: Total, In Progress, Completed, Exited and Failed.
Enroll companies manually
- Open Playbooks and select the eye icon on a playbook.
- Select Enroll Company.
- Choose the companies and confirm.
The playbook list also shows each playbook's status, trigger, number of steps and who created it. Use the actions column to edit, view or delete a playbook.
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