topic Re: Playbooks in Sales Hub Tools

Playbooks & Deal stages

COberg — Thu, 03 Mar 2022 23:03:45 GMT

I would like to make it so that moving a deal stage is not possible until a playbook has been completely filled out.

How is that done please? I was looking for it in workflows but didn't see anywhere I could get the playbook involved.

Re: Playbooks & Deal stages

karstenkoehler — Fri, 04 Mar 2022 05:50:40 GMT

@KyleJepson explained this recently in a LinkedIn video, see here. (You wouldn't reference the playbook itself in this approach but key properties used within the playbook.)

Let me know if you have any follow-up questions!

Best regards!

Re: Playbooks

COberg — Fri, 04 Mar 2022 13:17:07 GMT

Thank you, this is very helpful and i believe the solution.

Now im going to get working.