Echoing the items above - I love the concept of Playbooks, but the UI’s limited enough to the point where my AEs are refusing to use it and just opting for manual data entry into deal properties. A few specific requests below (some captured earlier in this chain):
Formatting
- Font size (noted above) - there should be an option to reduce the font size. At normal zoom, a deal property update with ~20 options (dropdown select) takes up pretty much the height of the page on its own even without a prompt (which takes up even more space) --> makes it exceptionally hard for AEs to scroll to or find the right field quickly during a call
- Notes (noted above) - it’d be great to have this be an optional rather than required field for each property update (for example, it’s completely unnecessary if the property itself is a text field, and in that case is just taking up space)
- Dropdown selects - it’d be great to have these actually presented as a dropdown, as they are in Hubspot’s Forms feature. If you’ve got a decent number of dropdown options, it a) takes up a lot of space on the form when they’re all listed out and b) makes it harder to search for the right entry (versus going vertically down an alphabetical list)
Functionality
- Contact / company association - it’d be great to have Playbooks entered at the deal level have the ability to directly update info for contacts associated with that deal (rather than triggering deal property updates which then get applied to all associated contacts via workflow)
- Meeting association - it’d be great to be able to link Playbooks with specific meetings so there’s not two events being left in the deal / company / contact record