Playbooks forms and defaults
Submitted by gil1001 on 02-11-2019 12:13
1. There should be a way to setup per playbook if by default it is logged as a call, a note or anything else. It used to be a note and now suddenly it changed to a call.
2. When you have a playbook that is form and you just fill out a few questions that others won't be recorded. We keep qualifying BANT form as a note that that is pinned to the top and get edited. Especially for a note, we do want to go back to it and add answers to unanswered questions, so having the option to include unanswered questions in the note would be nice.
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