Great minds think alike

Hey!    Wanna share an idea that came from leadership, they love the playbook feature. We have playbooks on how to sell against/win against each of our competitors. They're based on data and highly effective.    We'd like a way to report on whether a playbook was viewed on a certain deal.    We don't want to require logged calls/notes since this playbook is mainly informational.  This would help us gather data on which reps are using the playbook / what % of deals was this playbook used on / and what the win rate is on deals where the playbook is used.    @DMcDaniel let me know if you have questions, feel free to email me as well. ...read more

Hey we really need improved permissions in all of hubspot (Badly)! There's no consistency across objects.   Recently I was trying to assign access to playbooks for specific teams and inadvertantly removed access from parent teams that should be able to see everything their child teams can access.    Please fix this, getting hard to administer hubspot with the lack of consistency / patterns / rules of permissioning.    Use your founder's idea of "Frameworks" to make this easier for everyone else. Let me know if you have questions! ...read more

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.      ...read more

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.  ...read more

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.  ...read more

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. ...read more

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.  ...read more

It's not useful to have "Notes:" and then line breaks after every question in the logged activity for filling out a playbook.   It makes the logged activity much longer than needed and makes it more difficult to navigate.   The question itself is a sufficient header before the answer.   It's cumbersome to delete all of this manually if you want to have a logged playbook entry that is concise and readable. ...read more

Playbooks - can they be set to re-set with no information in the questions after you use them once. For example we have a "quarterly call", when I use the playbook and fill it in and save it, then in the next call for that customer I want to do antoher playbook so I go back and open it for that next call and it has the answers to the questions I got from the last customer call I did. ...read more