Playbooks need an upgrade!

[christopher-RVO]

📞 Playbooks should have the option to not log as a call, it should be able to be completed without associating it to an activity.

✨ Playbooks should have the option to be required between stages (deal stages, ticket statuses, and lifecycle stages)

🔁 Playbook questions should be able to copy to a property natively without having an enterprise hub. This feature is SO POWERFUL for SMB and Mid-Market sales teams but never gets used because the enterprise hub isn't worth the upgrade to them.

📚 Playbook completion should be targetable with workflows. Spinning off automation from the playbook being completed OR not completed is a simple workflow that can hold sales reps accountable for accurate data tracking.

That is my playbook plea, sign below if you agree 🤲

[Jnix284]

+100...especially being able to log a playbook without it being a "call"

[CUrsu1]

Yes, playbooks are the secret weapon to getting good data in - would be very useful on Pro level 

[CSic]

You can log the playbook as a note, email or meeting under settings. I added a screenshot below.

I'm also looking for the following:

1. Conditional logic is needed. We want our teams to be able to use these playbooks to help qualify leads or gather information. Based on responses to a particular question, we want to gather more information or skip to a different section entirely. ex: if yes, ask second question for more info

Conditional logic is currently available in properties and forms - why not in playbooks?

2. Use of snippets in property responses. Currently you can only use snippets in the "Notes" field which does not save to a record, we want the ability to use snippets when responding in a multi-line text property (answer to property is only available in enterprise)

3. Save and skip to a new section or playbook. Would be nice to be able to more easily skip between sections.

4. Abilty to EXPORT the submissions to excel or pdf!

[WinnieHien]

Hi, I'm the PM for Playbooks and we're starting to explore a couple of new ideas with them. 

We know Conditional Logic and Sections is a big ask and we are starting to think about it. 

I'm currently doing research on mandatory Playbooks. If you've got feedback on requiring Playbooks at a certain stage or ensuring compliance, I'd love to chat. Send me a DM with your email and I'll get a call scheduled. Thanks!