sales call memo and call plan
解決
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sales call memo and call plan
解決Hi @OOlabanji,
In Sales Hub Enterprise, there is a so-called playbooks feature. With the playbooks tool, you can provide guidance with interactive content cards displayed in contact, company, deal, and ticket records for your team members to reference and create standardized notes when speaking to prospects and customers.
Without playbooks, snippets () and/or notes can be used right on the contact, company or deal record. A snippet could contain a memo or plan and be reused that way.
Alternatively, the note function could be used to replace whatever office applications you're using:
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
sales call memo and call plan
解決Hi @OOlabanji,
In Sales Hub Enterprise, there is a so-called playbooks feature. With the playbooks tool, you can provide guidance with interactive content cards displayed in contact, company, deal, and ticket records for your team members to reference and create standardized notes when speaking to prospects and customers.
Without playbooks, snippets () and/or notes can be used right on the contact, company or deal record. A snippet could contain a memo or plan and be reused that way.
Alternatively, the note function could be used to replace whatever office applications you're using:
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
