Hey!
Wanna share an idea that came from leadership, they love the playbook feature. We have playbooks on how to sell against/win against each of our competitors. They’re based on data and highly effective.
We’d like a way to report on whether a playbook was viewed on a certain deal.
We don’t want to require logged calls/notes since this playbook is mainly informational.
This would help us gather data on which reps are using the playbook / what % of deals was this playbook used on / and what the win rate is on deals where the playbook is used.
@DMcDaniel let me know if you have questions, feel free to email me as well.