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It would be great if a user could start using a playbook without going into a CRM record first.   Context Ideally (to us CRM guys), all sales calls would start with a sales rep immediately taking a customer's details and creating a contact record, before then proceeding with the rest of their script - This is just not the case... Sales reps will start their script by asking questions, getting to know the customer, taking notes, and finally confirming they're a good fit before creating a contact/deal record. Hubspot's playbooks are a great place to build that script, to log notes and information, etc - BUT they have to have created a CRM record in order to open a playbook...   Idea Users should be able to open a playbook without opening a CRM record first The playbook should be able to have fields like email, phone number, name, etc that result in a contact record being completed upon completion of the playbook (if one does not already exist) If a call ends without resulting in a contact record being created, then the playbook should still be submitable and result in a call activity that is associated to no one   Additional wishlist items while I'm here... A playbook should be able to have hidden questions with pre-populated property data - Just like a Hubspot form field. This would be super handy for automation and CRM administration. e.g. A French language playbook that sets the contact's language property as French upon completion. ... Afficher plus