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I'm finding at a larger organization when different teams have different processes, the Frequently used option is distracting and not helpful. Would love to turn that on/off.      ... Afficher plus

Since meetings can be created from the left side of the Contact/Company page, it would be nice to have an option to limit the logging of playbooks to existing meetings only, so as to prevent the creation of duplicate meetings. Adding a Schedule meeting button and using playbooks without logging almost works, but since the Meeting button on the left side of the company record cant be removed, there is possibility for scheduling the meeting in the wrong place. Then, a playbook isnt automatically logged to that meeting.  ... Afficher plus

We are currently trying to enforce the use of playbooks for our sales reps, to ensure the correct logging of data and to automate follow-up task creation. Since we have a couple of different call types and activity types, they loose time while finding the correct playbook for each call or activity and opening it.  Ideally, the correct playbook would open by itself once a task is started. Of course this would have to go along with custom activity types, so that we can match each playbook to a specific task type.  ... Afficher plus

Hey HS crew,   Not a critical issue by any means, but I think it would be a great ease-of-use feature to make multi-step playbooks.   Just as HS recently introduced multi-step forms, a multi-step playbook would make it super simple to use playbooks while on the phone with customers. Reps could navigate a couple of questions at a time to ensure focus, order, and the comprehensive completion of the playbook.   Right now, we have sprawling playbooks that look more like doctoral theses than a guide someone can use while mid-conversation. It'd be great to be able to chunk these playbooks into multiple pages of questions.    Cheers, Andrea   ... Afficher plus

We want our sales team to call specific contacts every month to do a 'health check' on the customer (ask questions to find out how the health of the account is doing), so we schedule recuring tasks. To get the right questions answered we have created a playbook for them to follow. However we want the playbook to apear in the scheduled task so they know that is what they are meant to do without needing to click out of the task then into the playbooks ... Afficher plus

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  ... Afficher plus

Hi, We love to use playbooks in our sales team. Currently we use it also for prepping to a sales meeting and bring some data fields from company (Like turnover, employee count and industry). Now with Breeze in place, it would be epic to automate preparation even better.    What if Breeze would give summary about the company and person you are about to meet inside of playbook. Then it would automate the whole preparation process and then systematically would save content inside playbook.  ... Afficher plus

With HS there are a lot of new terms and abbreviations. It woud be awsome if there was a 'i' symnbol next to the work which you could click on for a discription/explanation. It would also make it quicker when training new people to use HS. We'd need to make sure the super admin can type the explanation in.  ... Afficher plus

The goal is to pull all the answers to question 1 together, and pull all answers to question 2 together, and so on... in a table format.  The value is bringing about insights and trends in an easy to view format.  When marketing and sales are asked to give product feedback to R&D, a playbook is a great way to capture those answers, however, how can i pull all the answers together? I can't in hubspot. the current solution is to download each playbook. this is not realistic in today's data-driven society. ... Afficher plus