Playbooks Library
ConnectSx Playbooks are just that, a playbook for you and your team to execute on to meet a goal; they are instructional guides for how to achieve a particular outcome. These are distinct from our typical Knowledge Base article that is focused on a particular feature set or process. A Playbook will focus on a particular goal and pull together different knowledge, artifacts, and resources to provide a guided solution.
- CSX Playbook: How can I enable users to share inventory between their custodies without transferring?
- CSX Playbook: What do I need to do to get my data ready for ConnectSx?
- CSX Playbook: Considerations for Training Field Users
- CSX Playbook: How to use Quotes to create a sales proposal and track a sales opportunity within your organization.
- CSX Playbook: My rep can’t cover the case anymore, what do I do!?!?
- CSX Playbook: How do I manage a situation where a Healthcare Facility purchases Facility Stock from me, but I have multiple reps that cover that facility?
- CSX Playbook: My inventory numbers are off. What do I do?
- CSX Playbooks: How (And Why) to Keep Your Inventory Accurate
- CSX Playbook: How can I use my ConnectSx data to stay in stock and forecast my inventory needs?