Great minds think alike

Hey HS crew,   Not a critical issue by any means, but I think it would be a great ease-of-use feature to make multi-step playbooks.   Just as HS recently introduced multi-step forms, a multi-step playbook would make it super simple to use playbooks while on the phone with customers. Reps could navigate a couple of questions at a time to ensure focus, order, and the comprehensive completion of the playbook.   Right now, we have sprawling playbooks that look more like doctoral theses than a guide someone can use while mid-conversation. It'd be great to be able to chunk these playbooks into multiple pages of questions.    Cheers, Andrea   ...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

We want our sales team to call specific contacts every month to do a 'health check' on the customer (ask questions to find out how the health of the account is doing), so we schedule recuring tasks. To get the right questions answered we have created a playbook for them to follow. However we want the playbook to apear in the scheduled task so they know that is what they are meant to do without needing to click out of the task then into the playbooks ...read more

Playbooks are a nice feature (Although it's too bad the advanced data capture features are only for paid seats...).   One limitation to the current format is the drawn out Q&A format. Cna be large and blocky. (Makes the process feel longer than it actually is.    In terms of using playbooks to enforce process, we would prefer a checklist format. In line with some of the ideas discussed in this book: https://en.wikipedia.org/wiki/The_Checklist_Manifesto   Reps often complain that playbooks are too long. Would be nice to have the option to format some of the steps in a playbook as  checkboxes.   @DMcDaniel  ...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

We work with clients again and again on multiple projects. We need to be able to save the same playbook to a record multiple times. Example, let's say there's a project planning playbook where we go through a set of questions that we ask the client and have pre-call research. We want to save this at the company level. We need this now, and for the project that comes up in a month, and we'll need it again a month after that. Currently you have to clear our the data field by field which is confusing. And there's no way to see all of your playbook submissions in one spot.  ...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