New User

Getting Started with Playbooks How to use Playbooks to enhance your sales Engagement Title 20% See All New User Articles Next What is Playbooks? Playbooks is a sales engagement tool that helps you to focus on the most important records or opportunities first. Its cutting-edge collective data stacks your pipeline...

Playbooks Application Setup Download the Playbooks extension to boost your productivity Title 40% Back See All New User Articles Next Installing the Playbooks Chrome Extension Installing the Playbooks extension is the first step toward simplifying your prospecting strategy. Visit the Chrome Web Store to add the Playbooks Chrome extension to...

Playbooks Personal Settings How to set up Playbooks with your personal settings Title 60% Back See All New User Articles Next Once you have installed Playbooks, you’ll need to connect it with your phone and email. These sections walk you through making the necessary connections to operate directly from Playbooks....

Start Using Plays How to use Plays and Tasks to increase productivity Title 80% Back See All New User Articles Next Plays and Tasks are the backbone of Playbooks functionality. This article provides a start-to-finish overview of how Play and Tasks work in Playbooks. Each Play is made up of...

New User Next Step What's next after you get Playbooks setup Title 100% Back See All New User Articles Playbooks has a wide range of features built to increase your sales motion’s versatility and usability. While working through your daily process, continue exploring these Power User features: Email Enhancement Options...