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Playbooks

This section displays a list of the Playbook(s) currently installed on your team, information regarding the most recent updates to those playbooks, and the option for a support team member to update the playbook installed on your team (if available).

Note that you will only see this menu option and be able to view this page if you are an office administrator.

Definition: A Playbook is a packaged, predefined series of workflows that are comprised of  pre-built campaigns, forms, templates, roles and assets.