Last updated: September 21, 2022
As your sales and services teams grow, coaching your team members requires more time and effort. With the playbooks tool, you can provide guidance with interactive content cards displayed in contact, company, deal, and ticket records for your team members to reference and create standardized notes when speaking to prospects and customers.To create, edit, and delete playbooks, you must have an assigned Sales Hub or Service Hub Professional Enterprise seat and Publish and/or Write playbooks permissions.
Once you've created your playbooks, you can organize them into different folders:
The playbook will save as an engagement on the record's timeline with the questions, answers, and any notes. All information entered into a playbook will be autosaved as a draft until you click Log [engagement type]. Once you select Log [engagement type], any properties that are linked to a question & answer will be updated with the responses you selected or entered while using the playbook (Sales Hub or Service Hub Professional or Enterprise only).
Please note: any notes and replies saved in your playbooks will appear the next time the playbook is accessed on a record. You can delete notes and replies to remove them from the playbook.
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