Great minds think alike

Use case: We have standard playbooks used across all markets and create translated versions of each. For all questions, we use a set of answers that saves to a property. While we are able to translate the question in each playbook, there is no option to translate the answer labels for the property, as we have in forms.    The existing workarounds do not solve our issue, as outlined in this post.   Ask: Allow answer labels (property value options) to be translated in Playbook setup. Data value stored in the property will be single language.    Impact: Improve adoption of Playbooks across all teams. Reduce load of maintaining multiple properties, including helper properties, in order to report on the data in a consistent global view.   ...read more

I have written my playbooks to align with stages. When the user gets to the bottom of the playbook, the last question is "Are you ready to move on to X stage."  I have to use workflows to accomplish this now. They tend to be slow and the user needs to refresh the browser. Also, workflows can easily "break" if you're not careful. ...read more

We are utilizing Playbooks to capture information pertinent at each stage in the Sales cycle.  For example a BDR answers qualification questions before they move the Deal to an AE.   The AE then has their own discovery questions.   We created one comprehensive playbook to hold all of these, so we could pin it to the Deal and update as answers came out in conversations.    Current limitations - when a BDR submits their answers to a playbook, it will only post the question & answer for questions they have filled in the response field for.     It doesn't show any of the unanswered questions when you click to edit.  The second workaround was to reopen the same playbook from the Deal, but it opens as blank.  Would love to be able to have a Playbook publish all questions, regardless if they have a response and/or pull in the previous responses to answered questions when you click on the playbook to open it again.  ...read more

I would love to be able to move playbooks around on the screen like I can an email or call. They cover up information I need to be able to see quickly.  ...read more

We need to be able to fill in deal fields in a Playbook on a contact object. Or contact fields on a deal object. Now we can only fill in company fields (and current object fields) on both. ...read more

I am building out Playbooks to support sequences to campaign to.   the function to move your tasks and actions "move up" "move down" when build sequences is great.    i would like to see the same functionality when creating a PLaybook. unless I'm mistaken this functionality is not available and if I want to move some thing I have to delete and start again   ...read more

It's such a disappointment not to be able to update Field Date when using the playbook feature. For instance we would like to use Playbook to enable CSM to renew contracts but it implies having them update some date fields and we cannot integrate these properties in the playbook.. Hope it will be enabled soon! ...read more

Um manual pode ter propriedades de qualquer objeto  para serem atualizadas, porém você só consegue executar um manual dentro de um objeto e assim só é permitida a atualização das propriedades daquele objeto em si.   O ideal seria que ao executar um manual, ele exibisse as informações de qualquer outro objeto que esteja associado a ele nos campos de perguntas e respostas que inseriu e permitisse a atualização de qualquer um desses objetos.   No exemplo acima, acessei o manual por meio de um contato que tem um único negócio associado, porém não consigo atualizar o campo. Precisaria entrar no negócio e executar o manual lá.   Talvez se no manual nos desse a opção de escolher em quais empresa, negócio, contato ou tíquete queremos registrar as informações (assim com o é possivel escolher quando enviamos um e-mail ou atrelamos um orçamento a um negócio) seria o ideal.   Hoje nosso setor de pré-vendas usa o recurso de playbook no processo de qualificação de leads para que saibam exatamente quais informações devem alimentar em empresas, negócios e contatos em cada etapa do pipeline, porém da maneira com que é configurado hoje, eles precisam executar o manual 3 vezes, uma em cada objeto. ...read more

Hi Team, (submitting on behalf of customer) Currently, the playbook is able to log call but it will be great to log playbook against another tools - meeting, notes or email etc.  ...read more