Great minds think alike

Currently, Playbooks are only available for users with a paid user seat for Sales Hub Enterprise or Service Hub Enterprise.   I'm really surprised this feature is behind such a paywall.   My entire team could make use of Playbooks in different ways.   Outside of sales and service, I can see Playbooks coming in handy as for internal documentation.   We currently use a different solution for our internal documentation that works well and is low cost. I'd love to open up Playbooks to my entire team, however, having to purchase paid user seats for Sales Hub Enterprise or Service Hub Enterprise isn't a good fit.   I can understand needing a paid user seat for creating and editing Playbooks, but accessing them seems like something that would be possible following suit of other features that are behind paywalls. ...read more

As of today, when searching for Playbooks inside a Deal, the terms inserted the search bar are only searched considering the Titles of the playbooks. I agree that terms in Title have a higher relevance, but just having the Playbook listed when the word searched is contained in the Body would be great for the user looking for useful Playbooks. (*My Hubspot is in Portuguese, but the word Deal is definitely contained in the default example Playbook)   ...read more

When "notes" field is used within a playbook it will always post that particular field entry with "Notes:" before it. So if you use several of these it shows up as: Notes: entry   Notes: entry 2   Notes: entry 3   It doesn't look great and can be annoying for the reader. At best, I would like an option to remove this. ...read more

Due to the fact that we have salespersons in different countries with different languages, we also maintain some playbooks in different languages. So that for example the German-speaking salespersons, only see the German-language version of a playbook, I have managed the access accordingly in HubSpot. However, this does not work if all salespersons use Sales Hub Enterprise. Cause this users can still view and use playbooks in the in contact, company, and deal records without playbooks permissions . Unfortunately, this makes using playbooks very confusing. Since all company, contact and deal playbooks are also always displayed everywhere. So maybe you're thinking about an improvement of the existing solution to manage the sharing of playbooks. ...read more

Our reps are utilising a check in playbook when calling customers. They are finding that the 2nd time they reach out to a customer that the notes from the previous call are still filled in on the playbook when they open a new one. They are having to delete the previous notes in order to fill in new ones   It would be great if the playbooks reset everytime they were opened.  ...read more

Hi! We want to improve our sales manuals by placing help texts (tooltip) over selectable options. Ex: In the question in the attachment there is the selectable option of YES or NO, the moment I place the mouse over one of them, a box with help text opens.   ...read more

Does anybody have a system audit checklist of things to check if they're operating properly or set up to best practice. This would be helpful when we take over a HubSpot system. ...read more

When I try to create a set of custom answer options, if I exceed more than 5, it turns into a dropdown menu and this is not helpful. I want to be able to see all of my options at once and make multiple quick selections.  ...read more

Oi comunidade, beleza? Minha ideia é ser possível arquivar pipelines, snippets, sequências e etc. No momento, o Hubspot não tem isso como um recurso, mas acho que é uma ideia agregadora.   O porquê de arquivar e não excluir?  - Para ter o histórico de tudo que já foi montado. Sei que podemos exportar, mas a ideia é ter tudo dentro do hubspot e não fora. Pipelines, sequências e Snippets, mesmo que não utilizados, nas pesquisas sempre aparecerem, precisando assim excluir, para não aparecer mais. Se arquivados, teriamos o registro interno aqui no hubspot, porém só se fosse em uma parte de "arquivados" e não deveria aparecer no geral ou em pesquisas. O que acham dessa ideia?   Valeu1   ...read more