Product Updates

What's new:

• From a playbook's settings dropdown, Spellbook employees now have access to a new action Transfer
• This will give you a dialog where you can use a user id (grabbed from Retool) or a user e-mail to assign a playbook a new owner, even across licenses.
• This will remove it from your list of playbooks, and add it permanently to the target user where they can make further edits, or choose to share it with their organization.
• Again, this is an internal tool, meant to facilitate the workflow where an AE or a CSM helps a firm build a playbook and wants to transfer it over to them once complete