Great minds think alike

christopher-RVO · ‎Feb 8, 2024

📞 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 🤲

03874 · ‎Mar 11, 2024

Hey! Noticed a HUGE feature optimizations for playbooks when looking at an account that had multiple logs of the same playbook through association. (ie several deal playbooks rolled up to company) However each was for a different deal. Main issue is that when a playbook is logged as a note, all you can see without expanding the activity is the name. This makes them look like identical notes with ZERO context until you expand. It would be better if you could customize the playbook title/name using personalization tokens so it reads: Closed Won Deal [DATE] by [OWNER] with [Products] for $$$ Closed-Won Deal [DATE] by [OWNER] with [Products] for $$$ Closed Won Deal [DATE] by [OWNER] with [Products] for $$$

GBcutler · ‎Feb 16, 2021

We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportable activity when building reports.

Monjogard · ‎Feb 2, 2021

Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a sales rep to scroll through when not all questions are relevant to the conversation. Also great if a Playbook could update properties on multiple objects within the same Playbook. Now a feature!

MrBean · ‎Aug 7, 2023

Playbooks are a nice feature (Although it's too bad the advanced data capture features are only for paid seats...). One limitation to the current format is the drawn out Q&A format. Cna be large and blocky. (Makes the process feel longer than it actually is. In terms of using playbooks to enforce process, we would prefer a checklist format. In line with some of the ideas discussed in this book: https://en.wikipedia.org/wiki/The_Checklist_Manifesto Reps often complain that playbooks are too long. Would be nice to have the option to format some of the steps in a playbook as checkboxes. @DMcDaniel

DevinRZC_DM · ‎Dec 18, 2019

I tried looking for other submissions like this but didn't find one... We need the ability to move questions/fields around inside playbooks we're building. Ex. We'd like to move the 1st question in a playbook to the end of the playbook. Right now, that means we need to rebuild the playbook just to change the order of questions, and that's a pretty big barrier to Playbooks being useful for us in the spirit of agility and ability "pivot" certain aspects of our sales process if needed.

03874 · ‎Feb 28, 2024

Hey! We really need to be able to form associations using the playbooks tool. otherwise it's super hard to integrate into process. This would unlock more opportunities to actually adopt full scale playbook usage.

BvanDulmen9 · ‎Feb 28, 2024

Using playbooks in the lead stage is great (especially using BANT to qualify). When a deal is created based on setting the lead stage to Qualified, it would make total sense to copy the Playbook information gathered during the Lead phase to the deal. Now this information is lost, but you want e.g. the budget, authority, need (and even timeline) information as captured by BDRs visible in the deal for the AEs....

TGrabert · ‎Dec 18, 2020

We can access templates for emails but cannot access anything in our playbooks. That makes no sense to me. If I'm mobile and want to send something from playbook like an agreement after a call to customer, I have to go outside the HubSpot to email it from a file source on my phone or have someone email it to me that is on a computer desktop and can access playbook files.

NicoleSengers · ‎Jun 20, 2023

Hi there Playbooks are becoming more used and accessible but its not really possible (without using a required field or tag in the playbook itself or automation based on completed fields - which is inaccurate) to actually see which sales team members are using playbooks, and who has completed which playbooks. Being able to understand playbook usage could help understand what top-performing sales team members use and look at usage as a sales activity report. This would also help if you could look at this as part of the sales journey. This could help in finding out if playbook usage is part of the sales conversion journey. This kind of reporting will also help sales teams who are trying to standardise sales processes and help sales leaders coach their teams.

Great minds think alike

Playbooks need an upgrade!

playbook names in notes should accommodate personalization tokens.

Better reporting for Playbooks

Field dependencies in Playbooks

Create a Checklist in Playbooks

Playbooks - Drag and Drop Editing

make associations in playbooks

Copy playbook info from lead to deal

Playbooks need be accessible on mobile app

Playbooks Reporting to understand usage and sales team metrics

Recently delivered

Recently in beta