Last updated: January 8, 2021
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.
Please note: currently, you cannot save responses to a date picker property.
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. Any properties that are linked to a question & answer will be updated with the responses you selected or entered while using the playbook.
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.
After creating a sequence, template, playbook, or document in your account, you can share or restrict access...
Assets across HubSpot can be partitioned so that only the right teams and users can view and edit them. This...