New Manager: Get Started
What does a new manager need to know about Playbooks?
If you are a new manager of a team that uses Playbooks, there are a few things about Playbooks you will want to know. This article series will cover the critical settings that impact your team, as well as some key features made specifically to help Managers.
Managing a Sales Team with Playbooks
Watch the quick video below for an overview of how a manager can use Playbooks to support their team.
Want to learn about Playbooks and managing a Playbooks team in a virtual classroom environment? Several courses are available on XANT University. We recommend managers complete the Introduction to Playbooks, Playbooks Manager, and the Play Maker courses for a full range of Playbooks knowledge needed to support a Playbooks team. Print certificates of completion for each course you complete. Check back often for new content.
Here are the steps that will guide you through everything a new manger needs to know about Playbooks. You may click a step button below to jump to a specific step or follow the ‘Next’ Navigation on each article.
- Exploring the Playbooks Manager App
Take a tour of all the features in the Playbooks Manager App.
- Strategy & Task Management
Learn how to craft Plays, email templates, and Robots.
- Features for Managers
Discover all the features Playbooks has for managers.
- Reporting for Managers
Learn where to access both in app and CRM reports.