Getting Started with Playbooks
How to use Playbooks to enhance your sales Engagement
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 with the prospects you are most likely to make meaningful contact with and the deals that you are most likely to close.
Stop wasting energy manually creating to-do lists in your CRM and let Playbooks take care of the busywork. After an administrator or manager has set up Playbooks for your organization, follow this article guide to set up Playbooks on your computer. You can also download the checklist for helpful new user exercises.
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Here are the steps that will guide you through getting started with Playbooks. You may click a step button below to jump to a specific step or follow the ‘Next’ Navigation on each article.
- Playbooks Application Setup
Install and log into Playbooks for the first time.
- Playbooks Personal Settings
Connect your phone number and email to Playbooks.
- Start Using Plays
Review this start-to-finish overview of how Plays and Tasks work in Playbooks.
- New User Next Step
Discover all the valuable features in Playbooks.