topic Betreff: Bug? Playbook recommendations persistent across all stages in Sales Hub Tools

Bug? Playbook recommendations persistent across all stages

christinephu — Thu, 20 Oct 2022 20:14:19 GMT

My playbook recommendations are persistent across all stages no matter the stage. This is related to the new 'recommend a playbook by stage' feature. Is this expected?

Set up:

I have an SDR Qualifying Notes playbook.
The rule is set to Recommend this playbook when Deal Stage is any of Interested.
I also have an AE Discovery Call playbook.
The rule is set to Recommend this playbook when Deal Stage is any of Engaged.

Problem:

When I set a stage to Interested, it recommends the right playbook.
But when I set a stage to Engaged, it recommends both playbooks, even though the rules are set to only that one stage.
This happens across all stages. The 'recommended' tag is persistent and doesn't go away when I change to a stage.
This causes a problem when we get to the last stage, and all playbooks are recommended, which cancels out the benefit of the feature.

Is this expected behavior?

Betreff: Bug? Playbook recommendations persistent across all stages

MiaSrebrnjak — Fri, 21 Oct 2022 16:23:19 GMT

Hi @christinephu,

thank you for sharing your feedback! I'll check with the team if this is expected behaviour and get back to you with more information.

Cheers
Mia, Community Team

Betreff: Bug? Playbook recommendations persistent across all stages

christinephu — Fri, 21 Oct 2022 17:28:09 GMT

Thanks, Mia! Much appreciated.

Betreff: Bug? Playbook recommendations persistent across all stages

MiaSrebrnjak — Mon, 24 Oct 2022 14:51:24 GMT

Of course! @christinephu I've heard back from the product team and this is not expected behavior.

They would therefore like to investigate this further in your account: could you send me your HubID and a link to a deal in one of the last deal stages (with multiple playbooks recommendations) in a direct message via my Community profile? Thank you!

Mia, Community team

Betreff: Bug? Playbook recommendations persistent across all stages

christinephu — Mon, 24 Oct 2022 18:48:40 GMT

Thanks, Mia! I've sent you a message.

Betreff: Bug? Playbook recommendations persistent across all stages

mvdbree — Tue, 22 Nov 2022 17:05:08 GMT

Hi Mia, I was just setting up a test environment to preview our new playbook approach and encountered this issue as well. Will send you a message too.

Betreff: Bug? Playbook recommendations persistent across all stages

MiaSrebrnjak — Thu, 24 Nov 2022 13:40:35 GMT

Hi,

a note for Community members who might be experiencing a similar issue:

Please try clearing cache and creating new playbooks by duplicating the old ones. The recommended-feature should work as expected after that.

If not, please create a ticket for our support and include links to playbooks where the recommended-feature isn't working as expected. Please make sure that the playbooks are available to all users in the account (and not just selected users or teams) so our support team can have a closer look at their settings. Thank you!

Mia, Community team