I'm building some test Success Plans in preparation for launching our first ones later this month and have run into an issue:
We're on Relationships. I built a Relationship-level Testing success plan, added an Objective, and attempted to map a playbook to it.
No playbooks are available, even though we have a lot of Relationship-level playbooks built.
What would be causing this?
Best answer by kate_greenView original
Absolutely! We have one Relationship Type, and that's "Products".
Doesn't specify that the Playbook must be an Objective.
Thanks for that tip, that worked!
Here in the documentation it refers to making a playbook available for Objective or ALL CTA types.