Implementation Overview
You can use this playbook to help you get started with your Interviews implementation. Implementing Interviews enables you to do the following:
- Design custom intake forms to collect information from your customers.
- Provide interactive advice and guides.
At a high-level, here's what you need to do to implement Interviews:
- Get Started With Setting Up Interviews
- Get your Cloud Account Details from the Welcome Email
- Enter the Promotion Code
- Enable the Interview Definitions Functional Area
- (Optional) Enable Assisted Authoring
- (Optional) Enable Assisted Interview Summary
- (Optional) Enable running of interviews through action plans
- (Optional) Enable Sales Call Guide
- Set Up Interview Users. See: Interview Users and Roles
- Verify Implementation
This graphic describes the steps for implementing interviews.
