Account and Opportunity Management How to use Accounts and Opportunities with Playbooks Accounts and Opportunities function in Playbooks similarly to Contacts and Leads with some nuances to manage multiple contacts being involved. Users enroll Accounts and Opportunities into Plays and complete Play Steps just as they would for a Contact...
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Playbooks CRM Syncing How does Playbooks Log Activity to Your CRM Playbooks syncs information almost instantaneously with your CRM every time you complete an action in Playbooks or send an email through Track and Sync. You can also make updates to CRM records from your Playbooks screen. You can complete...
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Play and Task Management How to Use Plays in Playbooks and Manage Your Daily Tasks A Play is a sequence of contact attempts that help you progress through a sales motion in a systematic way. Each Play is made up of Play Steps, also known as Tasks, that direct you...
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Introduction to Playbooks Mobile What is playbooks mobile and how to use it Playbooks Mobile provides all the main features of Playbooks directly on your phone. You can complete the same work you normally do from your computer – placing calls, sending emails, text messages, CRM logging, and more –...
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Introduction to Plays Up your Game with Plays A Play is a sequence of activity attempts that help you progress through the sales cycle. Plays contain Play Steps that give guidance on the current action to take. Being specific on what to do, say, or send on each step of...
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Play Best Practices How to Perfect your Play Strategy in Playbooks Most sales professionals have a series of activities they perform in order to get a prospect interested in their company or product. But it isn’t just one prospect you are working, it’s many. You get busy, you forget things,...
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Center of Excellence Create Playbooks Governance with a Center of Excellence Group A Center of Excellence group is a cross-functional group responsible for the administration of the Playbooks platform and strategy. They are responsible for communicating changes to the platform and strategy as well as key metrics attained or missed....
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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...
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Merge Fields & Placeholders How to Use Merge Fields and Placeholders Merge Fields and Placeholders allow you to personalize email templates and cue cards for your prospects just before you engage with them. With Merge Fields, Playbooks automatically inserts specific record information into emails and cue cards. Or build email...
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Using Tags How to create and add tags in Playbooks Tags label Plays and email templates with relevant identifying information. Once a Play or email template has been tagged, you can use those tags to search, filter, and sort through those files effortlessly. Tags allow you to organize each item...
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