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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. ... Mostrar más

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.  ... Mostrar más

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.  ... Mostrar más

Playbooks need to be able to be donwloadable or exportable from the contact or company's profile so that all of the notes and information is retained when extracted from HubSpot.  ... Mostrar más

The styling on Playbooks makes Playbooks very hard to read and really messes with the usability of this tool. It would be great if you had more control over the fonts and font sizes, etc.   But at a minimum please make the size of the fonts relevant to the hierarchy of information so it is more readable and easier to use.   i.e. Current Experience 'Update {object} property ({property name)}' - is the largest text on the page 'Heading 3 'and the 'Question/Prompt' are the second largest text on the page 'Heading 4' is the third largest text on the page 'Paragraph' text is the smallest text on the page   It would be a lot easier to read and use if it was styled as per the following: 'Heading 3' should be the largest text on the page 'Heading 4' should be the second largest text on the page 'Question/Prompt' and 'Paragraph' text should be the same size 'Update {object property} (property name})' should be a grey tone and italicised    ... Mostrar más

When a Hubspot user places an outbound call from Hubspot, it opens the call pane with the option to take notes, record, etc. Then separately, if a playbook is activated, a separate pane opens up and offers the ability to log a call.   As a result, if one wants to not just use the playbook but also dial from Hubspot, they end up with two call records: one with the recording, transcription, etc, and then the other one with the playbook answers.   Can this be better integrated so there's only one call record with everything? ... Mostrar más

Hi Team, just wondering if we can get the functionality to re-sequence the questions in a Playbook? The scenario is that when we get to review our Playbooks, we have to re-type whole the thing (question/ answers) to match the new order.    Furthermore, I am wondering how possible to get 'Create Task' functionality linked to Playbooks. For example, this will allow the sales team to create a task for a meeting while they are on the phone, filling a call log (in a call Playbook).  ... Mostrar más

OUTDATED METHOD FOR UPLOADING & SAVING DOCUMENTS/FILES Nearly all software platforms nowadays offer ability for users to easily drag and drop files.  Instead of having to find, then select the file, then upload the file from the drive (3-4 steps every time).   The current method is like driving a vehicle and having to turn the vehicle on with a crank shaft, long outdated.     NEW FEATURE REQUEST - DRAG & DROP FILES/DOCUMENTS INTO HUBSPOT It makes so much sense and much easier if users could drag and drop files (1 step) into: a) Deals b) Notes c) Files / Documents / Ssale Documents / Playbook / Snippets / Templates d) Other areas within Hubspot   Benefits are enormous to HubSpot users.  Frees up users, sales teams, and agencies to focus on what they do best, rather than wasting valuable time using the old way of uploading documents.     ... Mostrar más

I love implementing Playbooks for my clients, but there are a few niggles which could be ironed out to make the experience even better!   Here's my list so far, gathered whilst creating a single Playbook yesterday:   The 'Enablement card' presents tthe recommended Playbook in an odd way and takes up too much space on the Middle tab (very large and displays the first two fields of the Playbook). If you choose to log the Playbook as a Note, any introductory text or personalisation tokens are not added to the Note. It only records the answers to questions in the Note. So a lot of information is missing in the Note. The Question/Answer list (in the Note for the Playbook) repeats the word Notes (and adds a bullet point) throughout - so this makes it more difficult to read. Any formatting in the Playbook, such as Headers, is not shown in the Note that is added. The follow up Task that's created for the Playbook just says 'Follow up regarding note on x Date'. It doesn't make it clear that the follow-up is related to the Playbook completion. When the Playbook is launched for a Deal, I would expect any tokens I've added (Company, Contact) to link the Playbook to those linked records. Currently my Playbook only associates with the Deal record, not with the Company and Contact associated to the Deal. I have multiple Contacts linked to my Deal. I woudl like to merge in data from a specific Contact on the Deal (with a specific Association Label). Currently it seems to merge in the name of the Contact who was last associated to the Deal which is not ideal.  I'm very happy to speak to the Playbooks Product team to help improve the Product. It's a great tool, but there are some clear tweaks needed to optmise it 😄   Look forward to your feedback! ... Mostrar más