Customer play
concept australia Updated Sep 10, 2026 1 min read account-lifecycle-success-playbook.md
Use the customer play as the starting point to define the customer play processes in your organization. This playbook can contain one or more success case tasks with predefined activities.
The customer play consists of three stages:
- Initiate: Create a customer play record for an engagement and enter the core information.
- Assist: Create tasks related to the customer play. In this stage, you can define the intended outcome, action plan, and create meetings.
- Close: Close the playbook when all the tasks have been completed.
[Omitted image "success-playbook.jpg"] Alt text: customer play playbook
For instructions on how to create the customer play playbook, see Create a customer play.
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--- title: Customer play description: Use the customer play as the starting point to define the customer play processes in your organization. This playbook can contain one or more success case tasks with predefined activities. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-success-playbook.html release: australia topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Playbooks, Customer success, Explore, Customer Success Management] --- # Customer play Use the customer play as the starting point to define the customer play processes in your organization. This playbook can contain one or more success case tasks with predefined activities. The customer play consists of three stages: - Initiate: Create a customer play record for an engagement and enter the core information. - Assist: Create tasks related to the customer play. In this stage, you can define the intended outcome, action plan, and create meetings. - Close: Close the playbook when all the tasks have been completed. \[Omitted image "success-playbook.jpg"\] Alt text: customer play playbook For instructions on how to create the customer play playbook, see [Create a customer play](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-success-case-playbook.md).
| title | Customer play |
| description | Use the customer play as the starting point to define the customer play processes in your organization. This playbook can contain one or more success case tasks with predefined activities. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-success-playbook.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | PlaybooksCustomer successExploreCustomer Success Management |