Getting StartedNew UserPlaybooks

Getting Started with Playbooks

By September 4, 2020 No Comments

Getting Started with Playbooks

How to use Playbooks to enhance your sales Engagement

Title

20%

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.

Download: New Playbooks User Checklist

Click this message to download the New Playbooks User Checklist and use it as a quick reference for Playbooks tasks and features.

XANT University

Want to learn about Playbooks in a virtual classroom environment? Visit XANT University for courses, videos, and quizzes to learn more about Playbooks. Print certificates of completion for each course you complete. Check back often for new content.

Related Article: XANT University Registration and Support
Click this message for a walk through on how to register with your company email for XANT University.

Title

20%

Was this article helpful?