Dynamic Rep Alerts How to Create Customized Notifications in Playbooks Dynamic Rep Alerts send customized notifications to reps when they are working with a record that fits a predetermined rule. Managers and admins create rules in the Playbooks Manager app that trigger the notification when prospect’s CRM record matches that...
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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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Manage Shared and Personal Records Navigating Team and Individual records and tasks Sales teams often have a need to navigate through different buckets of records and tasks based on ownership and urgency. Some records do not need to be actioned by a specific rep. Think of those low priority, nurture...
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Adding Records to Playbooks How to add records to Playbooks from your CRM Before you can begin completing tasks in Playbooks with prospects from your CRM, you need to be able to add those records to Playbooks. Adding records is simple. Once you have added records to Playbooks, you’ll be...
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Managing People and Account Records How to edit and manage prospect records in Playbooks Records can be updated in Playbooks in multiple ways. You can make changes to a record and sync those changes back to your CRM or you can make changes in your CRM and push those records...
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Manage People and Accounts How to add and manage prospect records in Playbooks Prioritizing Your Workflow See how easy it is to prioritize, sort, and complete tasks in Playbooks. Completing tasks isn't as important as completing the right tasks, and being able to quickly adjust your plan of attack. Adding Records...
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