We would like to use playbooks to guide our inside sales team through the informaiton they need to gather on every call. We currently use paper “call” sheets that dictate what our customers are buying, part numbers, serial numbers, etc. This is pretty cluncky and this would be great information to have saved on the contact record.
The thought process was to use playbooks for this as we could lay out each step and question that needs to be asked. The issue is that once you filled out and logged a playbook to a contact, when you go to do use that same playbook on that contact again, all of the orginal data is still there.
This isn’t functional for us as that could cause serious issues with orders since we base them off of our call sheets. We’re in an industry that customers will continue to come back to us to purchase consumable products. So there’s never a case where we would use a playbook just once on a contact. Does anyone know why this is happening or if there is a clear all button that I am missing that would allow all information on the playbook to be erased?
Thank you!