Great minds think alike

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. ...read more

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.  ...read more

We (Success Management in a SaaS Company) are using the playbooks to document our costumer journey.  The option to work with the playbooks in Full Screen Mode additional to the pop-Up window, would be great. ...read more

It would be so helpful to be able personalize playbooks by adding snippets. The playbook provides a general approach to the phone call/meeting, but sometimes the user needs to add specific information to address their needs and continue to guide their interaction.   ...read more

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).  ...read more

Hello, when you expand headings in the conversational guide, then subheadings, then sub-subheadings, the conversational guide accumulates all the elements by expanding all the parts and sub-parts. Could you add a menu arrow opening and closing sub-menus, just after the main heading titles? Thanks Chris ...read more

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. ...read more

Our team would like to be able to print a copy of our sales playbooks. This would be really useful in the onboarding/training process for new sales reps, as well as be a good reference tool for existing staff. Currently, there's not a feature to print. ...read more

My company has been using Playbooks for a few months now and I see my sales team is using it but I cannot generate a report that measures which team members are using it or if it is improving the sales cycle.   Is there a plan to create a reporting feature for this tool? ...read more