Note: This feature is only accessible for Paid Accounts.

An Internal Playbook item is a customizable Additional Term that is specific to your Organization.

Unlike the Standard Playbook, which is provided to all Bonterms Platform users, the Internal Playbook can be set up and customized with your own suite of Playbook items and usage notes. 

Create re-usable customized Playbook items for your Organization by following these steps.

1. Click the "Create Term" button on the Playbook page:
2. Select the type of Term you want to create (this helps to organize your Internal Term):
3. Fill out the Term form including Summary, Action, Content, and Internal Usage Notes:

While Standard Playbook items are to be used as-is, they can also be used to create customized Internal Playbook items. This can be done one of two ways, either way will pre-populate the "Create Term" form with the same information for a quick start to creating your own Internal item.

1. Use the "Drop Playbook Term" drag-n-drop feature of the "Create Term" form:
2. Use the three dot menu on an existing Standard Playbook item

Internal Usage Note

An additional feature within the Internal Playbook is a general Internal Usage Note. This section of your Playbook was designed for Admins and Supervisors to leave context and guidance of how to act on specific deal proposals - unlike other Playbook items, the Internal Usage Note is not associated with an Additional Term.

Updated June 06, 2024 21:03