Step Up Your Game With Plays
How to enroll records into Plays and call them
Enrolling a Record
Without cadences, your CRM is just a contact list. Maximize your efforts by enrolling your leads into Plays.
To Enroll a Record into Playbooks
- Find the record in your CRM.
- Click the yellow Add to Playbooks button.
- Select the best Play for your prospect.
Select Sample Play if you haven’t set any other Plays up yet. - Click FINISH.
- Click Done.
Making a Phone Call
To Make a Phone Call
- Click DIAL to call.
- Click END to disconnect.
- Select the best disposition.
- Click SAVE.
Working from Plays
Well done! You have successfully loaded a record and completed a call directly from a Play. Use your new skills to:
- Increase your contact rates
- Get more done in a day
- Connect with the right prospects
- Set quality appointments
- Spend more time selling
- Close more deals
