HubSpot Ideas

kaburke

Progressive fields in Playbooks

It would be great if playbooks could be formatted so that the sales rep can ask particular questions, select the drop-down options available and then the next fields would show or you could have 'progressive fields' that would show dependent on the answer chosen in the playbook.  This would mean that rather than a large bulk of text when a playbook is being used it would be broken into bite-size pieces for the rep making the call to digest.

4 Replies
marissacurry
Participant

We were just talking about this. It would be superhelpful!

CPSCB
Contributor

We are in the process of manually breaking up our "Core" playbook into multiple for this very reason. It's overwhelming for the reps. But, it means on one single call, some of them might wind up having to open multiple playbooks if the conversation leads there.

ztbyrnes
Participant

This is a great idea. Dynamic Playbooks would take this feature to a new level and would lead to our team greatly increasing it's use.

EMcCuin
Participant