En nuestro caso, utilizamos las guías para reportar reuniones realizadas o bien añadir notas, las cuales queremos que actualicen unas propiedades determinadas del negocio.  El tema está en que cuando le damos a guardar la guía, solo la deja asociada al negocio, pero no a la empresa a la que pertenece el negocio, y perdemos la trazabilidad de las acciones realizadas desde empresa. Es decir, que la actividad solo sale en nuestros informes de negocio, pero si sacamos un informe basado en empresa no sale esta actividad y debemos ir una a una asociando a la empresa manualmente.   Nuestra petición es que cuando registremos una guía, quedara asociada al negocio y a la empresa automáticamente. ... View more

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. ... View more

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    ... View 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. ... View 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.  ... View more

As far as I can tell from the API docs, there's no endpoints for interacting with Playbooks. If this is the case, the addition of such endpoints would be greatly appreciated! Otherwise, please add the documention for them. ... View more

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.  ... View more

Currently when a Playbook is selected, it pops up on half the middle screen. Some of our playbooks have multiple questions so our agents are scrolling to get to each question. It would be nice to have the option to expand the view either by dragging (similar to the notes section below) or double clicking in the blue for it to expand to the entire screen. ... View more

Our marketing team would like to have the Playbook option. It would be great to have Playbooks available at least for viewing at the company level, not only for Sales Enterprise users. Yes, to create and edit/publish it could remain at the Enterprise level, but the rest of the company could at least have an option of viewing them at the company/contact/deal level. Also, it would be very very helpful to be able to export/download a playbook from Hubspot. So we could easily share it with our colleagues from other departments.   ... View more