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.
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.