Category

Plays

Introduction to Plays

By Plays
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

By Plays
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

By Plays
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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Merge Fields & Placeholders

By Playbooks, Plays, User Guide
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

By Playbooks, Plays, User Guide
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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